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The Custom Index Manager™ contains history for all the Standard & Poor’s Municipal Bond Indices, or the Barclays Municipal Bond index, allowing you to analyze performance of your portfolios historically. An “Allocation Attribution” feature compares portfolios versus a benchmark index. The feature will attribute the excess return from decisions of “how much” and “how well” components performed, such as: Sector, Duration, Ratings and Security Selection. This is done using a multi-level report, with abilities to drill down to details of portfolio and index performance differences. A variety of graphs show a comparison of individual bond returns for both the index and portfolio. These graphs allow drill-down by drawing a box around the bonds you wish to identify to view specific CUSIPs and their returns. Further drill-down will reveal the full security description. A configurable report allows customized groupings: Coupon, Maturity, OA and Modified Duration, Priced-to Date, Rating, Sector, State and more. Additionally these reports, as with most others in the Custom Index Manager™ can be exported to Excel. |
Investortools, Inc. serves institutional investment organizations by providing portfolio management and credit analysis systems. Our products and services are designed, produced and enhanced to assist users in their analyses and presentations relating to fixed income investment securities. In addition to our standard products, we serve clients requiring system specialization by designing and implementing customized systems. Our clients include mutual fund investment advisors, bank trust departments, insurance companies, investment counselors and securities dealers. Our systems are used by portfolio managers, portfolio analysts, securities analysts, representatives of securities dealers and other investment professionals. Founded in 1983 and incorporated in 1985, we are located in Yorkville, Illinois in the Chicago area. |
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