How Will Tax Reform Impact Financial Institutions’ Investment Portfolios?

January 2018

With the President signing off on the Tax Cuts and Jobs Act on December 22nd, 2017 (effective January 1st, 2018), financial institutions (FIs) must determine how the changes will affect the business as a whole, as well as the outlook for their investment portfolios. The implications of the tax overhaul are widespread, and conducting a thorough analysis of your current investment portfolio is important to ensure that your firm is properly positioned.

This bulletin will provide you with an overview of some of the key changes made by the legislation, and the effect these changes may have on your fixed income portfolio.

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