Smart™
Stress testing and compliance for fixed income money funds and short duration portfolios at your fingertips.
Stress testing and compliance for fixed income money funds and short duration portfolios at your fingertips.
Smart easily supports the complications of stress testing as well as compliance and trade ticketing. Presentations for clients and investment Boards can be done with a few clicks of the mouse. Features such as “break the buck” analysis, the impact of simulated redemptions and spread changes, cash flow projections, exposure reporting at different levels, LOC expirations, and more are all standard. Pre and post-trade compliance are presented in a context of enhanced portfolio analytics.
Operational necessities such as rate changes, maturity re-investment, and CP rollovers are handled with ease. Additionally, Smart captures your complete portfolio history and provides historical views as needed.
Of course, like so much of Investortools software, Smart can be combined with our widely-used CreditScope credit analysis software. This enables the combination of short and long duration portfolio management and credit analysis into one software suite, accessible across multiple departments and locations.