During the 2024 Fixed Income Leaders Summit, Senior Vice President James Morris sat down with Dan Barnes with TraderTV to discuss how municipal finance is being transformed by electronic trading and automation. This impact is particularly evident in the increased efficiency of odd lot trading, growing the number of the separately managed accounts (SMAs), and the ability to quickly find optimal trading opportunities in the market.
At Investortools, we successfully guide clients through the transition to automation. By reducing the manual aspects of frequently carried out processes, users are empowered to scale operations and manage increased workloads more effectively. This efficiency is seen in portfolio construction times within our software, where clients are reporting rapid transitions from cash to fully invested portfolios in a matter of days.
Make the Move to Low-Touch Trading
About Investortools
Having continually innovated to serve the needs of the fixed-income marketplace for four decades, Investortools’ systems have become a prerequisite for success for fixed-income investment management. Investortools’ comprehensive suite of products are available as a SaaS solution, addressing all aspects of the investment lifecycle from portfolio, order, and execution management to performance analytics and attribution, 2a-7 compliance, and credit analysis. Investortools is a trusted partner for more than 200 retail and institutional SMA managers, fund managers, broker-dealers, and fixed-income market participants who manage over $1 trillion in assets within the platform.
About TraderTV
Trader TV offers timely insight into trading across US and European markets for institutional traders. We give traders an understanding of market conditions, new technology, changes to regulation, and new trading protocols, making trade execution more transparent and keeping them better informed.
