Investortools to Sponsor and Speak at the 2024 Fixed-Income Leaders Summit

Investortools is proud to sponsor and speak at the upcoming Fixed Income Leaders Summit conference, scheduled to take place in Boston from June 12th to 14th. As the largest buy-side attended event in the industry, this summit will bring together over 700 buy-side firms and fixed income professionals.

Senior Vice President, James Morris, will be participating with fellow industry leaders on a panel on Thursday, June 13th. The conversation will delve into the latest advancements in liquidity, electronification, and technology that are revolutionizing investing in the municipal bond market in 2024. We are excited to dicsuss how our innovative platform is empowering clients to streamline their operations. By reducing manual oversight and transitioning to low-touch trading, our automated processes enable clients to source, execute, and allocate bonds effortlessly. Our platform supports POEMS (Portfolio, Order, and Execution Management System), providing a comprehensive solution unmatched in the industry.

Ready to optimize your investment strategy? Join us at the Fixed Income Leaders Summit or connect with us to learn more about how Investortools can transform your approach to fixed income trading.

Joining Investortools in a client services capacity, James has dedicated his extensive 22-year tenure in an account management and sales role, fostering relationships with clients and fixed-income peers. He has been instrumental in shaping the development of the Investortools Dealer Network, which is revolutionizing the world of fixed-income through way of its automation tools. James's contributions to the sector have earned him recognition on prominent financial platforms like Institutional Investor, Bloomberg Intelligence FICC Focus, and the HilltopTalks podcast.

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About Investortools

Having continually innovated to serve the needs of the fixed-income marketplace for four decades, Investortools’ systems have become a prerequisite for success for fixed-income investment management. Investortools’ comprehensive suite of products are available as a SaaS solution, addressing all aspects of the investment lifecycle from portfolio, order, and execution management to performance analytics and attribution, 2a-7 compliance, and credit analysis. Investortools is a trusted partner for more than 200 retail and institutional SMA managers, fund managers, broker-dealers, and fixed-income market participants who manage over $1 trillion in assets within the platform.

About FILS

The Fixed Income Leaders Summit is a premier gathering for top professionals in the fixed income industry. This exclusive event brings together thought leaders, innovators, and decision-makers from across the globe for insightful discussions, networking opportunities, and idea sharing. With a focus on fostering collaboration and driving industry progress, the Fixed Income Leaders Summit offers a unique platform for attendees to connect with peers, gain valuable insights, and contribute to the future of fixed income trading and investment.