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Perform® »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 bonds, such that all features of Perform® work for every modeled security type. There are two specialized versions of Perform® : Perform® FPC - [“Perform® For Private Clients”] and Perform® FSD - [“Perform® For Securities Dealers”]. These versions contain features tailored for the private account (or SMA) market and for bond securities dealers. CreditScope® »CreditScope® : robust credit analysis software that marries credit analysis power with ready-to-analyze data. CreditScope® combines consistently fielded financial data, supporting source documents, credit-analytic tools, monitoring, and credit research warehousing. Users save time collecting and fielding data. CreditScope leverages technology, linking credits to portfolio positions, enabling cross-sector analysis and evaluation of trading opportunities. Custom Index Manager™ »Custom Index Manager™ enables bond managers to explain portfolio performance against a published or custom-blended index benchmark. Custom Index Manager™ includes all the current and historical bonds (with prices) from the Standard & Poor’s / Investortools Municipal Bond Index. Barclays tax-exempt indices are also available. Smart TM Short Portfolio System »Smart™ addresses the daily tasks associated with institutional money market funds and other short duration portfolios, tasks that are more demanding than ever. Operational features include compliance tests (SEC Rule 2a-7 and other compliance), data maintenance (including rate resets), account-specific compliance rules, and trade ticketing. Analytically, the Smart™ software enables correct modeling of floaters, book costs at tax-lot level, issuer and enhancer exposures, re-creation of historical positions, shock analysis, and cash flow projections. Energy Credit Manager TM »Energy Credit Manager™ is a monthly subscription-based financial software package offering a powerful combination of standardized credit data, credit analytics, and counterparty risk management tools.
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Investortools’ products solve the unique challenges faced by fixed income investment professionals and portfolio managers.
Need — Analyzing fixed income structures, bond yields and spreads, projecting cash flows, building presentations, assessing aggregate portfolio performance or total return by bond. Continue |
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