Where people, processes,
& technology converge

Explore our insights, research, events, and news on the world of fixed income and technology.

Role

Theme

Types

bond trader executing trades
InsightsProducts & Solutions

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 returns and tax savings while relieving a…
waterfall
InsightsProducts & Solutions

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…
Product UpdatesProducts & Solutions

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…
portfolio manager reviewing markets
InsightsProducts & Solutions

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.
modern office building
Product UpdatesProducts & Solutions

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.
nyc buildings
Product UpdatesProducts & Solutions

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,…
building waves
Product UpdatesProducts & Solutions

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.
glass side of building
Product UpdatesProducts & Solutions

Release Notes: Enhanced Compliance Controls, Portfolio Segmentation, and Cash Modeling

Explore IMTC’s latest product developments, including sleeve-level compliance rules and asset segmentation, cash flow visualizations, and more detailed asset allocation management.
Muni Matrix Podcast
PodcastsProducts & Solutions

Patrick Duffner Appears on The Muni Matrix Podcast

Patrick Duffner, CFA, joins the Muni Matrix hosts to discuss powerful tools in the market to assist portfolio managers across the fixed income space. Listen to the episode now.