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That’s why we created the Smart™ short maturity portfolio management system. Smart™ is used by leading investment firms and banks to help manage their short maturity portfolios. Smart™ addresses the unique reporting and operational needs of managers in the short maturity-short duration market. This saves investment managers time every day, while providing features that streamline the issues associated with high bond turnover, compliance, and daily cash re-investment. Smart™ offers an extensive feature set, including correct modeling of short maturity instruments, pre-delivered or customizable compliance tests (both SEC rule 2a-7 and other account compliance), cash flow projections, historical “as-of” reporting, extensive graphing, and trade ticket generation. Common short-maturity operational issues such as rate changes, bond maturities and position rollovers are handled with ease. Unlike spreadsheet-based solutions, Smart™ places relevant current and historical portfolio data at your fingertips. Smart™ can also be combined with Investortools’ CreditScope® credit analysis software, enabling managers to combine portfolio management and credit analysis into one software system.
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Smart™ can be used to conduct several compliance tests on each of your funds, saving time and ensuring adherence to guidelines. Smart’s compliance tests include both SEC Rule 2a-7 and internal policy compliance. Continue Smart™ maintains a palette of historical portfolio average statistics. Changes in portfolio structure over time can be easily evaluated using Smart’s reports and graphs. Continue
Smart™ streamlines operational details so that trading and maintenance consume less time. Continue
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