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InsightsFuture of the Industry

CUSIPs vs. Characteristics: Managing Fixed Income Portfolios to a Model
Explore the common challenges of managing fixed income model portfolios using a CUSIP-driven approach, which was originally developed for equity markets, and highlights the inefficiencies and…
June 11, 2024
InsightsFuture of the Industry

Recalibrating Fixed Income Investments: Insights from the RIA Summit in NYC
At the 2024 NYC RIA Summit, Russell Feldman and Jeffrey MacDonald spoke on a panel about the changing landscape of fixed income. Topics included the state of the market, how SMAs have grown to…
May 23, 2024
Customization, technology aiding massive SMA growth
PodcastsFuture of the Industry

IMTC CEO Russell Feldman featured on The Bond Buyer Podcast
IMTC CEO Russell Feldman joined The Bond Buyer Podcast, hosted by Lynne Funk, to discuss how customization and tax advantages are driving SMA growth within the muni sector in this podcast on…
March 5, 2024
Multiple headlines about the resurgence of SMAs
InsightsFuture of the Industry

The Resurgence of Fixed Income SMAs: Have It Your Way!
The current landscape has paved the way for significant growth in separately managed accounts (SMAs) for fixed income. This article dives into the reasons for its growth, the challenges of managing…
August 17, 2023
portfolio manager tightening tie
InsightsFuture of the Industry

Driving Change: A Guide to Successfully Demonstrating the Value of Technology to Executives
Many portfolio managers see the opportunity for new investments in technology at their firm, but know the challenge in selling the value of technology internally. Since the process can be difficult,…
June 26, 2023
Wealthstack podcast promo image
PodcastsFuture of the Industry

IMTC CEO Russell Feldman on WealthStack Podcast
IMTC CEO Russell Feldman joined The WealthStack Podcast, hosted by Shannon Rosic, to discuss fixed income innovation and workflow efficiency.
May 12, 2023
tall buildings
MediaFuture of the Industry

MMI: The Electronification of Fixed Income
Spurred by rising demands for customization, fee compression, interest in tax efficiencies, and other factors, this paper, originally published on the Money Management Institute, discusses how the…
May 9, 2023
miami beach view at sunset with palm trees
InsightsFuture of the Industry

4 Takeaways from the 2023 Orion Ascent Conference
The Orion Ascent conference was a valuable meeting of the minds to discuss new innovations and trends in portfolio management. Here, we discuss our top takeaways from the event.
March 8, 2023
Goelzer Investment Mgmt team at charity initiative
InsightsFuture of the Industry

Goelzer Investment Management: A Rare Gem in their Dedication to Community Service
Since its inception, Goelzer has embedded charity and community service into its culture. Our team is lucky to call this inspiring, 35+ person firm a client!
October 25, 2022