In today’s fixed-income landscape, building complete, well‑aligned portfolios has never been more critical—or more complex. Investment teams have to balance tightening mandates, evolving client expectations, and fast‑moving markets, all while executing consistently and at scale.
However, portfolio construction has traditionally happened one bond at a time: find a security, decide where it fits, and repeat. Over time, this approach can become time-consuming and restrictive. Construction challenges often appear at the end when remaining cash has fewer viable options and earlier decisions begin to limit what’s left.
Build Fully Invested Portfolios—Faster and More Efficiently
Portfolio Builder, Perform’s portfolio construction and optimization engine, takes a different approach. It starts with the end in mind.
By focusing on where a portfolio needs to end up—and considering objectives, constraints, and opportunities together—Portfolio Builder helps teams move efficiently toward full investment.
Now, instead of spending weeks refining a portfolio, portfolio managers can execute in a fraction of the time while still maintaining oversight and control.
Perform’s emphasis on holistic portfolio construction enables:
- Faster movement from funded cash to full investment
- Fewer last-minute trade-offs and less stalled cash
- Consistent application of decisions across portfolios
Scale Efficiently Without Surrendering Control
While automation in portfolio construction creates greater efficiency, it often raises a familiar concern: does technology replace human judgment?
Portfolio Builder is designed with the opposite philosophy. It doesn’t take decisions away from portfolio managers—it amplifies their expertise. The goal is to fit seamlessly into how investment teams work. Whether teams prefer a more hands‑on approach or want to move quickly at scale, flexibility is core to the experience.
Portfolio managers remain the ultimate decision-makers and are fully in control throughout the process, with the ability to review, adjust, or refine suggested actions before execution.
With Portfolio Builder, teams can:
- Ensure portfolio outcomes are aligned with client expectations
- Reduce time spent on repetitive construction tasks
- Navigate complex constraints while minimizing cash drag
- Adjust course efficiently as conditions change
Full Lifecycle Automation Built for Today – and What’s Next
While portfolio construction is faster and more efficient with Portfolio Builder’s automated workflows, the human element is still at the heart of every step of the process. With a single, integrated experience, portfolio managers can move beyond time-intense, iterative workflows and focus on faster investment timelines with better outcomes.
Talk to our team about automating your fixed income workflows today.
About Investortools
For more than four decades, Investortools has been a leading 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.
