If you have a large complex fixed income portfolio we can provide in-depth analysis of your investments to help you maximize return potential while managing both risk and tax obligations. REITs are a way to diversify a modern fixed-income portfolio against market risks in stocks and credit risks in bonds.
Portfolio Analytics Factset
Senior management OppenheimerFunds boards As such we have three sets of audiences.
Fixed income portfolio analytics. FactSets comprehensive solution includes global asset coverage for fixed income equity derivatives currency and commodity. Fixed Income Exposure Analysis or FIEA represents a new capability enabling users to more effectively analyze fixed income portfolios. Such a definition requires consideration of the responsibilities facing an asset manager as well as the strategic and tactical aspects of fixed-income portfolio management.
With coverage for over 10 million unique fixed-income instruments and derivative products across the globe FactSet offers all the data critical to the fixed-income market including yield curves ratings terms conditions pricing. The term portfolio analytics may be interpreted and implemented in many different ways. Income portfolio with FactSets flexible industry-leading solution for portfolio analysis.
Provides a common and consistent framework for performance and risk analytics. Understand the characteristics exposure performance attribution and risk of your global fixed-income portfolio with FactSets flexible industry-leading solution for portfolio analysis. The financial landscape is rapidly evolving and fixed income investing is transforming.
Bloombergs Portfolio Risk Analytics solution gives you the ability to analyze the historical performance of your equity fixed income or multi-asset portfolio on an absolute basis or relative to a benchmark. Download it once and read it on your Kindle device PC phones or tablets. The Bloomberg Barclays Indices The Bloomberg Barclays Indices are available in the Portfolio Risk Analytics platform which combines world-class fixed income benchmarks with advanced performance.
Full of practical examples - over 160 figures and almost 100 tables - to support complex ideas. Perform is a fixed income portfolio analysis system used by over 150 fund institutional and private wealth managers. You can identify the sources of your portfolios absolute or excess return by asset class sector geographic region a custom.
Fixed-Income Portfolio Analytics - A Practical Guide to Implementing Monitoring and Understanding Fixed-Income Portfolios David Jamieson Bolder Springer. A good starting point is to identify risks within investment portfolios and as we have laid out in this blog explore potential impacts under fixed assumptions as a first step. A Practical Guide to Implementing Monitoring and Understanding Fixed-Income Portfolios 2015th Edition by David Jamieson Bolder Author.
The first order of business therefore is to provide a concrete definition. Finally the book discusses tools for testing the reasonableness of the key analytics to help build and maintain confidence for using these techniques in day-to-day decision making. Fixed Income Analytics Service.
Fixed Income Risk Management and Analytics group Responsible for fixed income risk management at OppenheimerFunds both retail and institutional. Features include model-based trade allocation compliance trade messaging and performance attribution. Responsible for conducting fund complex-level risk management analyses and reporting all funds risks to.
Benefit from FactSets dedicated fixed-income analysis solution with access to robust fixed-income data and analytics. With faster reporting and automated calculations go from data to decision first with our fixed-income solutions. Armed with a working definition the chapter proceeds.
Its built upon a framework in which users can select. With a focus on enhanced risk and data analytics due to a lack of transparency in the fixed income asset class there is a need for depth and breadth of coverage to manage overwhelming amounts of data increased regulatory demands and multiple sources of risk. Fixed Income Analysis Tool The Fidelity Fixed Income Analysis Tool can help you manage cash flow and understand the composition of your fixed income portfolio.
Fixed-Income Portfolio Analytics. The fund managers and. ACCESS ROBUST FIXED INCOME AND INTEGRATE HOLDINGS BENCHMARK AND DERIVATIVES COVERAGE Gain access to the security types benchmarks and market data you need.
This will be of keen interest to risk managers analysts and asset managers responsible for fixed-income portfolios. Climate scenario analysis is an arduous task and most central banks and regulators are still working out how to include it into their policy frameworks and mandates. A Practical Guide to Implementing Monitoring and Understanding Fixed-Income Portfolios - Kindle edition by Bolder David Jamieson.
Measure performance risk style and characteristics for multiple portfolios and asset classes with best-in-class flexible reports and charts.
