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News and Publications
Investortools Adds Order Routing Connectivity with Trumid to Enhance Fixed-income Trading Experience
New Expanded coverage on over 2,200 Credits
James Morris, Senior VP at Investortools, featured in Institutional Investor
Municipal Market Performance Report 2023 Year in Review
Performance Reports and White Papers
Fixed Income Performance Attribution
Investortools provides insight into ways to identify and quantify the sources and reasons for a portfolio’s total return. Explore the math behind these calculations and learn how Custom Index Manager (CIM) can help you explain the performance of your portfolios.
Factor-based attribution explains returns using independent systematic factors like income effects, yield curve effects, and spread effects.
Allocation attribution attributes excess return (portfolio total return minus index total return) to hierarchical allocation decisions and return differences within each grouping.
Simulated performance provides a detailed (Bottom-Up) Breakdown of Total Return
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