Visibility to Index Bonds

Unlike other published index providers, we offer complete transparency to the bonds that constitute the Standard & Poor’s / Investortools Municipal Bond Indices. There are over 40,000 index bonds in the Custom Index Manager and all of these are readily available with security descriptions and end-of-month pricing history beginning in December of 1998. You can also see which bonds were added to the index this month. The current month’s bonds are available by the second business day of the month.

How will this help you? Search the index for tobacco bonds, non-callable GOs of a specific state, or almost any subset you wish. Powerful side-by-side bar graphs are useful for comparing your portfolio structure to a benchmark. Graphically see both portfolio and benchmark composition by Maturity, Modified or OA Duration, Sector, Rating, State, Coupon, Priced-to Date and more. Use the same robust Custom Report creation engine found in Perform to create your own detailed reports on the index bonds. These are only a few of the ways you can use the Custom Index Manager to measure your performance more effectively.