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obsessively improving portfolio management for more than 3 decades.

 
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Which product is right for you?

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Fixed Income Performance Attribution

Investortools discusses the sources and reasons for a portfolio’s total return using the portfolio's excess returns and/or a designated index benchmark. Get a better understanding of the math behind the calculations learn how performance attribution in Custom Index Manager (CIM) can help you explain the performance of your portfolios.

To get your copy, please call us at 630-466-6455, or submit the following form: