Merritt Research Services, an Investortools company, was recently featured in a Forbes article, the third in a series on AI and the Municipal Bond Market. The article highlights Merritt as a pioneer in meeting the market’s need for comprehensive financial data on bond issuers. Merritt delivers detailed financial disclosures for approximately 12,000 borrowers across 15 sectors and data on about 50,000 municipal bond issuers, with some datasets extending over 35 years. Emphasizing precise, audited financial information, Merritt conducts extensive back testing to ensure accuracy and provides benchmark median values for financial statement entries across various sectors.
Read the full article: AI and the Municipal Bond Market: Got Data?
Software that Empowers You & Your Data
Investortools’ integrations, featuring robust data offerings from Merritt Research Services and over 45 other strategic partnerships, deliver unparalleled value to fixed-income professionals and investment management firms. By consolidating financial data, analytics, and various vendor partnerships, including trading connections, into one central platform, Investortools streamlines workflows for its users.
These integrations enable seamless communication with accounting systems of record, custodians, and downstream trading systems, fostering greater efficiency and accuracy in data handling and transaction processing. This cohesive approach not only streamlines operations but also reduces the potential for errors, thereby enhancing overall investment performance.
Investortools’ platform provides fixed-income professionals with a comprehensive solution that addresses the diverse needs of the investment lifecycle, from portfolio management to performance analytics and compliance. By leveraging these integrations, users can achieve a more holistic view of their investments, leading to better-informed strategies and improved outcomes.
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 Forbes
Founded in 1917, Forbes is an international publisher and publishing platform committed to premium journalism, analysis and thought leadership. Forbes mission is to give people the knowldge, resources, inspiration, and connections they need to achieve success.
