A fixed income tool that answers your analytical questions

Perform is a complete fixed income portfolio analysis system combining portfolio reporting, total return analysis, and portfolio simulations into one complete package. Perform models both taxable and tax-exempt fixed income instruments.

Perform delivers a native flexibility which anticipates new analytical needs so youre not stuck when your needs change. Besides portfolio analysis, users of Perform can also create trade tickets, allocate trades across accounts, export trade files, run compliance tests pre-or-post trade, and more.

Perform users have the option to integrate portfolio analysis with the CreditScope credit analysis system, the Smart short maturity portfolio system, and the Custom Index Manager indexing / total return attribution software.

Become more efficient and eliminate bottlenecks

Professional money managers require robust tools that are easy to use. Too often, the tools that are used to manage portfolios require numerous workarounds in order to handle fixed income assets. This is because fixed income is almost an afterthought in many portfolio tools.

At Investortools, we make it our business to help eliminate inefficiencies and bottlenecks. This is one reason the Perform portfolio management system is employed by many of the countrys top mutual funds, banks, investment counselors, securities dealers and private account managers.

Perform is loaded with features and powerful analytic capabilities but is also designed to enhance efficiency, so that beginners and occasional users can quickly accomplish common tasks.

Flexible, fast and great looking reports

Perform puts a large number of standard reports and graphs at your fingertips. But, youre not limited to what we pre-package in the software. The built-in report (and graphing) engine enables any user to access over 150 available CUSIP fields, and over 1,000 custom-report and custom-graph functions. Users can also create their own user-defined report macros. This feature set leads to a powerful assortment of reporting possibilities. Users can easily export or print reports into a variety of digital or presentation-ready formats.

Need a new report, but pressed for time? Call your Investortools Client Relationship Manager and we will build it for you, typically at no cost.