Perform FSD
Indispensable solutions to capitalize on trading opportunities
With more than 6,000 portfolios, a powerful search engine, and comprehensive trade details, Perform For Securities Dealers (Perform FSD) is the must-have system that offers transformative possibilities for your sales and trading desk.
Accelerated growth of trade volumes
Perform FSD delivers exceptional sales coverage by empowering users to customize offerings based on specific portfolio requirements.
Database of Buy-Side Holdings
Portfolios are aggregated into one consistent database to efficiently disseminate bond holding information to the entire desk and exceed their sales targets.
New Trading Opportunities
Sales and trading oriented reports provide essential information for identifying trade ideas and holders, running inquiries, and discovering prospects.
Movement and Trend Analysis
Change Reports reflect recent trades as their portfolios update, providing insight into what trades your clients are doing.
Database of Fixed-Income Portfolios
Multiple sources consolidate customer portfolios
A single source for client portfolios, compiled from databases, spreadsheets, and other documents, means that both trading and sales see the whole picture and collaborate more effectively.
Integrate public portfolio filings
- Access SEC filings for open end, closed end, and ETF funds
- Receive comprehensive coverage of taxable and tax-exempt funds
Leverage separate account strategies/programs
- Discover bonds you want that are buried across thousands of separately managed accounts (SMAs)
- Find and connect with targeted portfolio managers
Gain visibility of Perform’s buy-side clients
- Receive timely portfolios from select Perform clients
- Easily import spreadsheets so portfolios are visible to the entire desk
Reports for the Sell Side
Existing relationships are strengthened while new ones are cultivated
Canned and custom reports, designed specifically for sales specialists and trading to find trade opportunities, show tax-loss swaps, bonds that cross, matchers to your inventory, and portfolio changes.
Utilize easy to run, informative, and exportable reports
- Discover current holders of the same bonds in your inventory.
- Fill inquiries and discover holders by searching for holdings by CUSIP, issuer, gain/loss, and bond characteristics
Analyze portfolios to reveal trends, outliers, and exposure
- View portfolio structure in graphs and reports by maturity, sector, de minimis, and more
Know exactly what your customer is holding and looking for
- Track period-over-period changes to monitor buys and sales by portfolio
- Utilize what-if scenarios to play out the impact of potential swaps
Advanced Portfolio Analysis
Deeper understanding of customer needs and emerging trends
Quickly identify portfolio structure, holding exposure, and trading patterns by portfolio or firm to concentrate on efficient buying and selling.
Expand your fixed-income coverage
- Model and represent all bond types, from municipals to collateralized mortgage obligations (CMOs)
Structure by attributes
- Analyze portfolio structure using reports and graphs to identify portfolio needs
Shock the curve
- Analyze yield curves to reveal portfolio impacts under what-if scenarios
Tools for Research Analysts
Comprehensive credit data and credit research enhance decision-making
When integrated with CreditScope, users gain access to MerrittResearch’s extensive credit data and research, gaining valuable insights for more informed credit risk analysis.
Evaluate a portfolio for its creditworthiness
- Pair Perform FSD with CreditScope to access a portfolio's exposure to credits
- Stay informed of credit conditions and events
Discover credit based trading opportunities
- Identify holders of credits comparable to your deal credit
Receive comprehensive credit analysis
- Access expansive financial data and demographics
- Create and store credit opinions/evaluations
