Perform® Fixed Income Portfolio Management System

• How can I analyze the components of my total return?
• How did my portfolio change in the past six months?
• What is my portfolio’s sensitivity to interest rate changes?
• Can I create reports the way I want to see them?

Are you looking for a fixed income tool that will answer your analytical questions? Perform is a fixed income portfolio analysis system which combines portfolio reporting, total return analysis, and simulations into one complete package. The system models both taxable and tax-exempt instruments accurately, and all features of Perform work on every security type.

Perform delivers native flexibility to handle new analytical needs – so you’re not “stuck” when your needs change. With its built-in report writer and graphing features, you can create new analyses that are ready for presentation.

Looking for operational efficiency? Perform’s value doesn’t stop with fixed income analysis. Users of versions of Perform can create trade tickets, allocate trades, export trade files, and run compliance tests pre-trade.