Institutional Investment Services

FBT Investments offers investment, pension and retirement planning services to corporations, hospitals, municipalities, foundations and other institutional clients.  This includes managing equity and fixed income portfolios as well as offering asset allocation management services.

FBT Investments also authored and helped pass Senate Bill 1076 which provides Louisiana Domiciled broker dealers with the opportunities to execute buy and sell equities and debt transactions with the four state pensions (Teachers' Retirement System of Louisiana, Louisiana State Employees Retirement System, Louisiana State Police Retirement System, and School Employees Retirement System).

Our Institutional Investment Services Include:

• Trading professionals averaging more than 15 years of experience 
• Execution performance - consistently top ranked by Elkins-McSherry 
• State-of-the-art technology-seamless integration with the buy-side
  • Paperless order management system 
  • Electronic connectivity via FIX 
• Straight-through processing 
• Pre- and post-trade support 
  • Dedicated support team 
  • Electronic links to the buy-side 
  • Pro-active involvement in industry issues affecting the settlement process 
  • Government, agencies, corporate, fixed income executions 
• Listed and NASDAQ issues 
• Domestic and international securities
• Government, agencies, corporate and fixed income executions

Our Institutional clients include:

• Louisiana's School Employees Retirement System 
• New Orleans Fire Fighters 
• Asbestos Workers Local 53 
• International Union of Operating Engineers Local 406 
• Sheet Metal Workers Local #11 
• University of New Orleans Foundation 
• Archdiocese of New Orleans 
• Jefferson Dollars for Scholars 
• Teachers' Retirement System of Louisiana (TRSL) 
• Louisiana State Police Retirement System 
• Louisiana State Employees Retirement System (LASERS) 
• City of Baton Rouge 
• City of New Orleans 
• Louisiana District Attorney's Retirement System

Money Managers who have used our services:

• Ariel Capital
• Atlanta Capital
• Bear Sterns
• Deutsche
• EBS Asset Management
• Forstmann
• Furmann Sachs
• Goldman Sachs
• LSV Asset Management
• Seneca Capital
• Smith Asset
• UBS Global
• Chicago Equity Partners
• Brandywine
• Great Pacific Securities
• Orleans Capital