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News and Publications
Investortools Shortlisted for Four TradingTech Insight Awards
Richard A. Ciccarone featured in The Bond Buyer Podcast
Merritt Research Services Data Referenced in The Bond Buyer
Investortools Adds Order Routing Connectivity with Trumid to Enhance Fixed-income Trading Experience
Performance Reports and White Papers
Fixed Income Performance Attribution
Investortools provides insight into ways to identify and quantify the sources and reasons for a portfolio’s total return. Explore the math behind these calculations and learn how Custom Index Manager (CIM) can help you explain the performance of your portfolios.
Factor-based attribution explains returns using independent systematic factors like income effects, yield curve effects, and spread effects.
Allocation attribution attributes excess return (portfolio total return minus index total return) to hierarchical allocation decisions and return differences within each grouping.
Simulated performance provides a detailed (Bottom-Up) Breakdown of Total Return
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