Investortools is proud to sponsor and participate at the highly anticipated Fixed Income Leaders Summit in Washington, D.C.
Investortools Speaks on Electronification & Trading Developments
During the event, James Morris, Senior Vice President and newly appointed Head of Sales, will join a critical panel discussion titled “Munis – How can you use the rise of electronification to unlock efficiency in muni trading to maximize liquidity, enhance trade execution, and adapt to regulatory changes?” The session promises to deliver actionable insights on leveraging technology for improved trading efficiency and adaptability in a rapidly evolving marketplace.
James will join esteemed panelists Ed Paulinski, Managing Director and Head of Municipal SMAs at Goldman Sachs Asset Management, and Sweta Singh, Portfolio Manager at City Different Investments. Moderated by Robert Fink, Americas Buy-Side Relationship Director at Crisil Coalition Greenwich, this expert panel will explore how digital advancements and automation continue to redefine municipal bond trading. Panel details:
- Track: Track C – Fixed Income Products Deep Dive
- Panel: “Munis – How can you use the rise of electronification to unlock efficiency in muni trading to maximize liquidity, enhance trade execution, and adapt to regulatory changes?”
- Date & Time: Tuesday, June 10th | 2:45 PM EST
- Location: Executive Room
Our Innovative Fixed-Income Solutions
At Investortools, we are committed to pushing boundaries with innovative solutions tailored specifically to the fixed-income market. Our comprehensive suite of products not only supports portfolio management but serves as a robust Order Management System (OMS), Execution Management System (EMS), provides industry-leading analytics, integrates essential credit data and analysis, and enhances portfolio performance to offer a holistic straight-through processing (STP) experience. Key trading tools pivotal to facilitating this all-in-one investment environment include:
- Investortools Dealer Network (IDN): The industry’s first and only network of its kind, consolidating real-time market data through direct, bilateral connectivity with dealers, ATS, and trading venues. IDN enables participants to directly engage with live offers, Requests for Quote (RFQ), Bid Wanted in Competition (BWICs), and other trading venues.
- Portfolio Builder: A powerful tool enabling automated portfolio construction, Portfolio Builder empowers asset managers and traders to rapidly construct portfolios and refine investment strategies from the largest consolidated real-time secondary market view, with access to over 500,000 offerings via the IDN.
- Automation Toolkit: This suite integrates sophisticated analytics, market insights, and portfolio-specific guidelines. Tools such as Auto Allocator and Trade Assist streamline pre- and post-trade allocations, enabling low-touch trading and reducing manual tasks, allowing traders to focus on more strategic decision-making.
Our integrated systems facilitate efficient trade execution, reduce operational friction, and significantly enhance liquidity management that is crucial for scaling your business and driving growth in smaller managed accounts (SMAs). Meet our team during the event to discover firsthand how our solutions are advancing trading efficiency and market responsiveness.
- Jon Anderson, CFA | Chief Product Officer, Co-Head
- Mike Green | Chief Operating Officer, Co-Head
- James Morris | Senior Vice President, Head of Sales
- Chris Haen | Vice President, Trading Developer
- Jason Anderson | Vice President, Account Executive
We look forward to connecting with fellow industry professionals and contributing to the dialogue on the future of municipal bond trading at this dynamic event!
About Investortools
For more than four decades, Investortools has been a leading SaaS provider of 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 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.
