Perform FSD (Perform For Securities Dealers) is a tool for securities dealers to improve sales and productivity. By providing a way to import and analyze buy-side portfolios (with asset managers’ permission), dealers can propose value-added trades. Perform FSD is designed to redirect and refocus the time you spend collecting, scanning, and reviewing client portfolios. With PerformFSD, dealers spend more time discovering trade ideas to suggest to their clients.
Perform for Private Clients (FPC) is a powerful portfolio management tool for managers in the private account business. Perform FPC includes many additional features designed specifically for managers of multiple client portfolios.
Perform FSD provides a link to collect your buy-side client portfolios. Using the Investortools File Xchange (IFX) eliminates the need to collect paper lists of holdings from your clients via fax and email. Portfolios are automatically loaded into your system; now you can spend time discovering trade ideas instead of sifting through reams of faxed or printed lists and entering data.
Buy-Side Portfolio Views
Perform FSD provides reports and graphs to view the structure of a portfolio. For instance, a graph of maturity distribution shows where bonds should be added or reduced to maintain a laddered portfolio. Views by rating or sector can show gaps in holdings and provide talking points for trade opportunities.
Bond Lookup Across Portfolios
Perform FSD helps you quickly find buyers or sellers for a bond. Scanning across multiple portfolios, Perform FSD will identify all the holders of a specific bond, or help you search for a bond with common attributes such as maturity, rating, yield, coupon, etc. Use this powerful searching capability to provide lists of trades to suggest to clients.