Separately Managed Accounts

Moving the Fixed-Income Market From High-Touch to Low-Touch

The majority of fixed-income SMA managers depend on Investortools, with the platform handling over 300,000 SMAs with assets exceeding $400 billion. The key to clients’ success: a single, integrated, and scalable solution that simplifies complexities and accelerates growth.

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Portfolio Management

The foundational solution for managing SMAs that automates manual processes, optimizes bond allocations, and manages a book of client portfolios.

Order Management

A deep bench of integrated solutions power management of the entire trade lifecycle, aggregating orders and inquiries to optimize SMAs.

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Execution Management

Live liquidity and BWICs aggregated from ATS and direct dealer connectivity drive optimization of trading opportunities.

Always-On Compliance

Active compliance enables adherence to compliance mandate restrictions, portfolio manager convictions, and client customizations.

Credit Data & Research

An extensive library of sector-based credit data, tools, and models enable data analysis and expedite credit decisions to achieve higher total returns.

High-touch approaches constrain scalability. Rapid AUM growth, shrinking account sizes, fee compression, and a fragmented market all challenge profitability. The solution lies in adopting an automated, low-touch approach, with Investortools as the best-in-class choice.

Low-touch portfolio construction

Strategies that unify portfolio manager convictions and portfolio guidelines speed the task of finding the right bonds for each account.

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Low-touch portfolio maintenance

Drastically reduce the time and energy required to keep accounts aligned with their strategy.

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Low-touch trading: A force multiplier

The platform offers the largest, consolidated view of the live, secondary market for discovery and electronic trading.

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Low-touch compliance and operations

Middle and back office operations are streamlined and automated, reducing errors and manual processes.

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Streamline Secondary Market Trading into One, Centralized System

Buy and sell bonds without leaving the Investortools’ platform.

Investortools Products

Meet the innovative product technology that powers our portfolio management system

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Portfolio Management, Analytics, Trading, and Compliance

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Credit Research, Analysis, and Reporting

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Benchmarking and Performance Attribution

Move From High-Touch to Low-Touch to Profitably Scale Your SMA Business

See why Perform’s robust suite of features are used by the majority of fixed-income SMA shops to scale their business and provide their clients with superior performance.