Perform®
Perform is a fixed income portfolio analysis system used by over 150 fund, institutional and private wealth managers. Features include model-based trade allocation, compliance, trade messaging, and performance attribution.
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Our clients
use Perform for:
Perform is used by some of the largest mutual funds, banks, and insurance companies along with distinctive and prominent private account managers.
How Perform works for you:
Powerful
Analytics
Industry leading option-adjusted modeling
Portfolio shock analysis including parallel and non-parallel spreads
Portfolio effects of simulated transactions
GIPS-compliance total return performance analysis on your portfolios
flexible
Integration
Same-system integration of portfolio management with the CreditScope credit analysis software
Same-system integration of long bond portfolio management with the SMART short maturity portfolio system (including 2a-7 compliance)
Same-system integration with Custom Index Manager index total return and risk attribution system
COMPLIANCE
AND REPORTS
Built-in fast flexible reports that can replace your spreadsheets
Produce reports that are immediately presentable to your clients
Produce historical reports
Over 150 fields available to create your own reports
Need a new report, but pressed for time? Call your Investortools Client Relationship Manager and let us help.
Perform for Private Clients
Combining fixed income analysis and private account management
Perform for Private Clients (Perform FPC) delivers all the analytic power of the standard Perform platform, along with features designed specifically for managers of multiple client portfolios.
More PRODUCTS
Perform for Securities Dealers (Perform FSD) is a software tool enabling securities dealers to improve sales and productivity. Perform FSD provides the capability to import and analyze buy-side portfolios.
The Perform portfolio management system provides fixed income investment professionals with sophisticated indexing, analysis, reporting and modeling.
How Perform FPC works for you:
Separate Account Management
- Addresses account-specific compliance problems
- Addresses account investment objectives
- Addresses multi-account reporting
TRADING AND WORKFLOW
- Create trade tickets
- Allocate trades across accounts
- Export trade files
- Run compliance tests pre-or-post trade
- Maintain a comprehensive audit trail and decision history
COMPLIANCE AND REPORTS
- Addresses account investment objectives
- Addresses multi-account reporting
- Streamlined process creates presentations for existing and prospective accounts
- Addresses account-specific compliance problems