Perform FPC

Perform FPC, developed by Investortools®, is a fixed income portfolio analysis system specifically designed for managers of multiple client portfolios. This software combines fixed income analysis with private account management to provide tailored analytics and features to fund, institutional, and private wealth managers. According to the vendor, Perform FPC is used by some of the largest mutual funds, banks, insurance companies, and distinctive private account managers, making it a potentially valuable asset for professionals in the fields of fund management, institutional management, private wealth management, mutual funds, and banks.

Key Features

Powerful Analytics: According to the vendor, Perform FPC offers industry-leading option-adjusted modeling for fixed income portfolio analysis. It provides portfolio shock analysis, including parallel and non-parallel spreads, to evaluate the potential impact of interest rate movements on portfolios. The system allows users to simulate transactions and assess their effects on portfolio performance. Perform FPC also enables GIPS-compliance total return performance analysis on portfolios.

Flexible Integration: The vendor claims that Perform FPC seamlessly integrates portfolio management with the CreditScope credit analysis software, allowing for a comprehensive analysis of credit risk. It also integrates long bond portfolio management with the SMART short maturity portfolio system, including 2a-7 compliance. According to the vendor, the system integrates with Custom Index Manager for index total return and risk attribution analysis.

Compliance and Reports: Perform FPC offers built-in, fast, and flexible reports that can replace spreadsheets, potentially saving time and effort. Users can produce reports that are immediately presentable to clients, enhancing communication and professionalism. Historical reports can be generated to analyze portfolio performance over time. According to the vendor, the system provides over 150 fields that can be used to create customized reports.

Separate Account Management: According to the vendor, Perform FPC addresses account-specific compliance problems, ensuring potential adherence to regulatory requirements. It allows for the customization of investment objectives for each account, enabling tailored portfolio management. The system also offers multi-account reporting capabilities to potentially streamline reporting processes for managers overseeing multiple client portfolios.

Trading and Workflow: Perform FPC enables the creation of trade tickets for potentially efficient trade management. Users can allocate trades across multiple accounts, aiming for accurate and timely execution. Trade files can be exported for further processing or integration with other systems. According to the vendor, the system includes pre- and post-trade compliance tests to help ensure regulatory compliance. A comprehensive audit trail and decision history are maintained for potential transparency and accountability.

Streamlined Presentations: Perform FPC aims to facilitate the creation of presentations for existing and prospective accounts, potentially streamlining the process. Account investment objectives can be addressed in presentations, showcasing potential alignment with client goals. According to the vendor, the system helps sales personnel analyze customer portfolios, leading to potentially more informed suggestions for swaps and trades. Salespeople can work closely with portfolio managers to aim for enhanced total return and the achievement of investment targets.