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Where people, processes & technology converge
Explore our insights, research, events, and news on the world of fixed income and technology.
Fixed Income Trade Allocation: How Technology & Automation Ensure Equitable Bond Allocation Processes
Historically, portfolio managers have relied on manual processes and gut to allocate issues across accounts, or risk losing out on a new issue. Now, new technology is making trade allocations far…
August 13, 2025
Fixed Income Portfolio Optimization: Decision Support Tools Modernize Asset & Wealth Management Firms
Portfolio optimization software has advanced significantly in bond management. Learn how fixed income SMA management can be vastly faster and more precise with optimization technology.
August 7, 2025
Portfolio Trading: How Innovative Technologies are Enabling Fixed Income Managers to Invest Efficiently
Portfolio trading for corporate bonds is growing, and new technologies are helping fixed income managers to use portfolio trades to easily adjust strategies or invest new cash.
March 11, 2025
Technology to Optimize the Tax-Loss Harvesting Experience: A Win-Win for Portfolio Managers & Clients
Fixed income investment technology is transforming the tax-loss harvesting experience, enabling portfolio managers to proactively maximize client outcomes and tax savings while relieving a…
December 3, 2024
Release Notes: Structured Products, Model Portfolios, Trading Enhancements, and Yield Curves
Explore IMTC’s latest product developments, including the support of structured products, new model portfolio management functionality, an integration into Flyer, the addition of yield curve…
March 28, 2024
Release Notes: Shock Analysis, Managed Securities, Report Sets, and Enhanced Trading
Explore IMTC’s latest product developments, including interest rate modeling, customized data management, flexible report templates, FIX connectivity, and more.
December 19, 2023
Release Notes: Matchers, Live Inventory, Custom Portfolio Fields, and Manage Portfolios by Strategy
Explore IMTC’s latest product developments, including the ability to identify matcher bonds within the Optimizer, view live offers directly on the platform, manage compliance at the strategy level,…
August 31, 2023
Release Notes: Enhanced Optimization and Allocation Functionality and Increased Data Access
Explore IMTC’s latest product developments, including a new waterfall allocation methodology, Optimizer enhancements, improvements to switch trades, and increased data access.
May 17, 2023