News & Insights

Stay Informed: Investortools News and Industry Expertise

Investortools Dealer Network Expands Pricing Capabilities with Integration of ficc.ai’s Live Muni Pricing Data

Investortools Adds Kestrel’s Sustainability Scores Enhancing Sustainable Finance

Investortools Awarded “Best Fixed-Income Investment Management Platform”

Merritt Benchmark Central

Merritt Research Services provides detailed information, through tens of thousands of data fields, related to municipal credits with revenue or tax-backed debt outstanding.

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August 2024 Municipal Market Performance Report

Investortools’ Mark Bradford featured in Hyperproof Webinar “Streamlining Audits Year-Round: Transitioning from Ad-Hoc to Proactive Processes”

July 2024 Municipal Market Performance Report

Investortools to sponsor The Municipal Bond Club of Chicago Annual Party 2024

Investortools to attend the CFA Institute’s 28th Annual GIPS Standards Conference 2024

Investortools Shortlisted for Five RegTech Insight Awards USA 2024

Streamline Your Trading: Cut Portfolio Construction Times from Weeks to Days Using Investortools’ Automated Workflows

Simulated Performance Return Breakdown

CIM Factor-Based Attribution Methodology

CIM Allocation Attribution Methodology

James Morris Featured on TraderTV

Investortools to attend the 2024 Twin City Bond Club Annual Outing

Factor-Based Attribution in Custom Index Manager (CIM)

This white paper provides a comprehensive guide to understanding the detailed breakdown of returns using CIM’s factor-based attribution methodology, offering insights into how various factors influence portfolio performance.

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