Investortools will be attending the CFA’s 2018 Fixed-Income Management Conference at the Westin Copley Place in Boston, Massachusetts from October 11th through October 12th.
Ethics and vital data are of the highest standards at Investortools. We look forward to the discussions regarding fixed-income sectors, security selection, and portfolio construction at this year’s conference.
Connect with us and learn how we can help you streamline your workflow, address risk and compliance concerns, and more, while managing your costs.
About Investortools
For more than four decades, Investortools has been a leading SaaS provider, delivering solutions regarded by the industry as a prerequisite for fixed-income investment management. Its comprehensive product suite covers portfolio, order, and execution management, performance analytics, 2a-7 compliance, and credit analysis. Trusted by over 200 firms managing more than $1 trillion in assets, Investortools supports SMA managers, fund managers, broker-dealers, and other key market participants.
About Charted Financial Analyst Institute
As the global association of investment professionals, the Charted Financial Analyst (CFA) Institute sets the standard for professional excellence and credentials. We champion ethical behavior in investment markets and serve as the leading source of learning and research for the investment industry. We believe in fostering an environment where investors’ interests come first, markets function at their best, and economies grow. Spanning nearly 200,000 charterholders worldwide across 160 markets, CFA Institute has 10 offices and 160 local societies.
About Charted Financial Analyst Institute
As the global association of investment professionals, the Charted Financial Analyst (CFA) Institute sets the standard for professional excellence and credentials. We champion ethical behavior in investment markets and serve as the leading source of learning and research for the investment industry. We believe in fostering an environment where investors’ interests come first, markets function at their best, and economies grow. Spanning nearly 200,000 charterholders worldwide across 160 markets, CFA Institute has 10 offices and 160 local societies.