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Total return is calculated in Perform® between any two market pricing dates. For either one portfolio at a time or for multiple portfolios, total return can be analyzed from many different perspectives with just one calculation pass. Bond managers must often “explain” total return in terms of portfolio structure (such as maturity and duration bands.) Perform® allows users to group returns into user-definable structure ranges, in order to address these questions flexibly. For managers who wish to view the return contribution of individual bonds, Perform® calculates sortable return results on individual securities. The source market data for the return calculations can also be reported and exported. In this way, the return calculated by Perform® is not a “black box”. Total return calculations in Perform® comply with GIPS standards as understood by Investortools. They include the time and market value-weighted impact of transactions. Users are often surprised at the speed with which Perform® calculates total return. Contact Investortools for more information about GIPS standards, return calculation methodologies, and portfolio total return composites.
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Investortools, Inc. serves institutional investment organizations by providing portfolio management and credit analysis systems. Our products and services are designed, produced and enhanced to assist users in their analyses and presentations relating to fixed income investment securities. In addition to our standard products, we serve clients requiring system specialization by designing and implementing customized systems. Our clients include mutual fund investment advisors, bank trust departments, insurance companies, investment counselors and securities dealers. Our systems are used by portfolio managers, portfolio analysts, securities analysts, representatives of securities dealers and other investment professionals. Founded in 1983 and incorporated in 1985, we are located in Yorkville, Illinois in the Chicago area. |
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