The market environment over the past year has been volatile, but there are two characteristics that have remained relatively consistent: the inversion of the yield curve and lower-than-average tax-exempt to taxable ratios
Blue Rose is ready to assist your organization in vetting and selecting an investment consulting service provider for your endowment or other investment portfolio. Whether you are interested in a non-discretionary or discretionary relationship, we can help you by taking on the administrative burden of the RFP process, including designing the RFP document package, distributing to providers, analyzing the responses and fee structures, and aiding in the selection
Wondering how else Blue Rose can assist your organization? Check out our Additional Advisory Services
Blue Rose consistently produces economic benefits to our clients through the competitive bidding of qualified investments for bond funds and open market securities for escrows
Blue Rose Capital Advisors offers comprehensive reinvestment services that span debt defeasance or dissolution and advance refundings
Wondering how Blue Rose can assist with your LIBOR transition? Check out our derivatives advisory services to learn more
Blue Rose Capital Advisors provides the expert guidance and transparency required to execute derivative solutions. From interest rate swaps to other derivative products, we can deliver an innovative solution for almost any given debt scenario. In combination with the derivatives valuation, hedge accounting, and reporting services of our affiliate, HedgeStar, Blue Rose helps our clients strike the right balance between risk and future economic certainty
Debt Advisory – Blue Rose can provide guidance through pre-financing, financing execution, and post-issuances services to support debt issuances by tax-exempt and taxable borrowers. We approach every transaction with the goal of reducing our clients’ overall financing costs. Our independence, expertise, and advocacy enable us to favorably impact their borrowing rates and debt service
Administrators across the country designed low density housing plans for the safe reopening of on-campus housing during the fall of 2021, including the numerous Public-Private Partnership (P3) housing projects in operation around the nation’s higher education institutions.
Capital markets in 2020 were defined by the same factors that affected our everyday lives: pandemic related ups and downs, stabilization with fiscal stimulus, and improving sentiment over the summer, an unforgettable presidential election, and hope-inspired relief from a vaccine
