Custom Index Manager

• Why did some of my portfolios outperform the index while others underperformed?
• How does my portfolio structure differ from the index?
• Which CUSIPs are being included and excluded from the index?
• Can I create a customized benchmark to measure the effectiveness of a particular strategy?

If you need to measure your performance against a benchmark, then the Custom Index Manager is for you. The system comes complete with all the bonds in the Standard & Poor’s / Investortools Municipal Bond Index and all thirty-three other published indices.

Use the powerful analytic features to attribute over and underperformance to over and under weightings in particular sectors, duration differences, futures management, and individual security selection.

Compare your portfolio risk structure with a published index or create your own customized benchmark. Do “what-if” analyses to determine how your portfolio and the index would fare in various interest rate scenarios.