Portfolio Holdings Data for Fixed-Income Sales and Trading
Unlock the Mystery of What Your Buy-Side Customers Hold and Need
Perform FSD (For Securities Dealers) delivers access to more than 6,000 fixed-income portfolios, promoting stronger relationships with buy-side customers, strengthening partnerships and trust, while increasing sales.
Customer Portfolio Access
The Perform database provides access to portfolios and SMA strategies, including exposure, holdings, and prospect data.
Trading Pattern Transparency
The Sales team can gain insight into recent account trading activity through period-over-period reporting.
Tailored Offerings
New trading opportunities are identified by leveraging CUSIP holders, filling custom inquiries, crossing bonds, and developing what-if scenarios.
Blind offers weaken client relationships and miss sales opportunities. With targeted, informed trades, Sales and Trading desks using our platform can make better trade offerings by knowing exactly what customers and prospects hold. The result: stronger client relationships and increased sales.
Aggregated database can be accessed by the entire desk
- Access open-end, closed-end, ETF, and separate account portfolios
- Select Perform buy-side clients provide timely holdings data
- Add privileged customer portfolios
- Receive coverage of all fixed-income security types
Sophisticated tools to generate trade ideas and talking points
The platform provides a suite of customizable reports specifically built for sales and trading.
- Easily search holdings and trades using filters
- View buys/sales refined by trade date, gain/loss, dated date, and more
- Cross customer accounts to quickly find CUSIPs held in common
- Receive EMMA alerts for events like rating changes.
Supports growth by expanding the customer base
Investortools’ prospecting tools empower discovery of qualified clients along with offerings they will act upon.
- Access prospect information, such as portfolio manager and contact number
- Graphically view a portfolio's exposure by characteristics like maturity, sector, or rating
- Realize a portfolio's recent changes like buy/sales, possible cash, and approved name
Integration with CreditScope identifies credit-driven trading opportunities
Research professionals partnering with sales and trading work smarter when they combine Perform FSD with CreditScope to monitor a portfolio’s credits.
- Discern credits that qualify as a swap candidate
- Identify holders of a credit/obligor
- Pinpoint trading opportunities for a deal’s credit
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
Indispensable solutions to capitalize on trading opportunities
- Database of Buy-Side Holdings
- New Trading Opportunities
- Movement and Trend Analysis
Credit Research, Analysis, and Reporting
- Massive credit database
- Tools to evaluate and monitor risk
- Processes to manage credit research
- Municipal and corporate editions
Benchmarking and Performance Attribution
- Allocation attribution reporting
- Index analytics and comparison
- Data transparency
- Customized index aggregation and reporting
Amplify the Sales Desk and Trading Opportunities
Take a guided tour through FSD to explore what your desk is missing and how to increase trading volume.
