Investment Management

Stock Yards Bank goes beyond one-size-fits-all solutions.

We take the time to understand your unique financial goals, risk tolerance, and investment horizon. Our experienced Investment Officers are dedicated to delivering attractive, risk-adjusted returns through a comprehensive investment management approach focused on:

Client-Centric Planning:

• In-Depth Needs Analysis: We analyze your specific financial goals, risk tolerance, time horizon, and liquidity requirements.
• Holistic Considerations: We factor in legal and tax considerations for a well-rounded strategy.

Active Risk Management:

• Diversification Strategies: We thoughtfully diversify across asset classes and utilize strategies that emphasize quality, liquidity, and value investing.
• Market Disparity Opportunities: We identify and capitalize on potential price-to-value gaps in the market.

Experienced Investment Leadership:

• Investment Policy Committee: Each Investment Officer directly contributes to the committee, ensuring collaborative decision-making.
• Expert Teams: Internal teams dedicated to asset allocation, equities, fixed income, and manager due diligence provide a comprehensive perspective.

Building a Well-Diversified Portfolio:

Strategic Asset Allocation:

• Data-Driven Decisions: We utilize sophisticated modeling tools to analyze asset class valuations, historical and expected returns, volatility, and correlations.
• Long-Term Considerations: Capital market assumptions are assessed to develop a strategic asset allocation that aligns with your goals.
• Tactical Adjustments: Short-term forecasts are used for tactical allocation adjustments to potentially capitalize on market inefficiencies.

Equities Selection:

• Quality Growth Focus: We construct portfolios of high-quality growth equities with distinct competitive advantages, strong management, and sustainable growth potential.
• Rigorous Research Process: We combine proprietary quantitative models with in-depth fundamental research to identify promising investment candidates.
• Diversified Portfolio Construction: Portfolios are typically comprised of around 40 stocks, spread across various industry sectors for diversification.

Fixed Income Strategies:

• High-Quality Focus: We build portfolios of individual, high-quality fixed income securities to deliver attractive after-tax returns and mitigate portfolio risk.
• Security Selection: We invest in investment-grade corporate bonds, municipal bonds, government bonds, and CDs to create a balanced portfolio.
• Active Portfolio Management: We closely monitor the global economy and capital markets to adjust fixed income investments based on your specific risk tolerance.

Manager Due Diligence:

• Access to Diverse Strategies: We provide access to a wide range of asset classes and investment styles through mutual funds, SMAs, and ETFs.
• Active & Passive Strategies: We offer a variety of active and passive strategies to match your investment goals and risk tolerance.
• Rigorous Selection Process: Quantitative screening, in-depth research, and qualitative assessment of managers' processes and philosophies are used to identify suitable investment partners.
• Ongoing Monitoring: We maintain ongoing due diligence through regular meetings with investment managers to ensure continued alignment with your goals.

Let Stock Yards Bank be your trusted partner on your journey to financial success.