 |
 |
 |
 |
 |
 |
Perform® »Perform® is a fixed income portfolio analysis system which combines portfolio reporting, total return analysis, simulations, presentations, and historical analysis into one complete package. These and other features of Perform® work for both taxable and tax-exempt securities. Two specialized versions of Perform® are used by two different customer groups: Perform® FPC - (“Perform® For Private Clients”) includes features specific for managing in the private account (or “SMA”) market. Perform® FSD - (“Perform® For Securities Dealers”) is a version to help bond securities dealers (whose customers are the bond managers) propose trading ideas and scan across client holdings. 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. 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. 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 current and historical bonds from the Standard & Poor’s Municipal Bond or Barclay’s Municipal Bond indices. 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.
|
Investortools’ products solve the unique business challenges faced by fixed income portfolio managers and analysts.
Challenge — To analyze fixed income structures, monitor yield spreads, project cash flows, create presentations, ensure compliance of individual accounts, or measure portfolio performance in aggregate or by bond. Continue |
 |
|