Top Fixed Income Portfolio Management Software: What You’re Missing Out On

Should you use fixed income portfolio management software?

Today's modern and complicated financial markets require digital tools and real-time data analysis for effective management of a portfolio. Portfolio management softwares that are able to include fixed income and have advanced analytics, automation, and streamlined workflows will help managers get away from traditional methods of management, saving money and time. Let's analyze some factors that explain why a fixed income portfolio management software could help you organize your investments better and save you time.

• Centralized Fixed Income Portfolio Management: In one platform, you will be able to manage multiple bond holdings. Maturities and coupon will be calculated , saving a lot of time and reducing manual errors.

• Great Analytics: The measurement and assessment of the portfolio's risk, duration or yield curve exposure.

• Scenario Calculation: Assessing various market environments to test the performance of portfolios against different economic contexts.

• Performance Attribution: Analyze past performances to see how has each holding contributed to the portfolio returns.

4 Fixed Income Portfolio Management Softwares

• Bloomberg Portfolio Manager: a very well known platform that includes fixed income portfolio management tools with market data and analytics.

• Palantir: It is not strictly a Fixed Income software, but its data integration and analytics capabilities can be used to manage complex Fixed Income portfolios.

• Sungard: APT Portfolio Management System has strong portfolio management capabilities. Moreover, it includes a strong and focus on risk analysis and regulatory compliance.

• SimCorp Dimension: A fully integrated investment management platform, with fixed income portfolio management capabilities.

Picking the Proper Fixed Income Portfolio Management Software

There are many factors that can be analyzed in order to choose the most appropriate software for your business. Here are some you might want to consider:

• Firm Size and Needs: Consider the size and complexity of your fixed income portfolio and choose a software solution that covers your specific needs and business model.

• Budget: Fixed income portfolio management software can be expensive. You should first think about your budget before choosing a solution and compare their pricing models (typically with a set-up and annual fee).

• Integrations: Be certain that the software you use will be perfectly capable of integrating with your current investment management systems and sources of data.

• Technical Support: Choose a software vendor who will have responsive and reliable technical support to ensure that any issues are solved fast and in an efficient and professional way.

Fixed income portfolio management software helps institutional investors and wealth managers to understand, more effectively, the fixed income portfolio. Such tools will allow data-driven decision-making in risk management and finally achieve targeted investments.