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Perform®

Say hello to a breath of fresh workflow. Powerful analytics, model-based trade allocation, compliance and performance attribution for funds, institutional, and separately managed accounts.

See also Perform for Private Clients

 

Custom Index Manager™

Use fixed income indices to evaluate your portfolios' risk and performance, direct their structure and strategy, and measure the results with powerful performance attribution.

 

Smart™

Compliance, stress testing and trading tools. Crafted specifically for managers of 2a–7, enhanced cash, and short duration bond funds.

 

CreditScope®

Grab control of your credit research. MAKE BETTER AND FASTER CONCLUSIONS USING OUR NORMALIZED FINANCIAL, PENSION, AND SOCIO-ECONOMIC DATA, FLEXIBLE REPORTING AND MODELING TOOLS.

 

Perform® for Securities Dealers

Import and analyze buy-side portfolios, so you can spend your time proposing value- added trades rather than collecting their holdings from spreadsheets and emails.

 

Energy Credit Manager™

Energy Credit and Counterparty Risk Management