Where people, processes
& technology converge

AI is moving faster than many investment managers can comfortably absorb it. IMTC CEO Russell Feldman explains why trust and firm-specific context, with people still owning the final call, will…

In this guest post, Triet Nguyen of DPC DATA explains why September's municipal selloff opened a yearend window for SMA managers to harvest losses and upgrade credit quality at the same time. He also…

The conversations that mattered most at the Fixed Income Leaders Summit were not about the macro outlook but about the machinery under the desk. Here are four signals SMA portfolio managers and CIOs…

Market volatility exposes the gaps in your workflow before you can fix them. Here's how the right technology infrastructure helps fixed income managers move from insight to execution when every…

IMTC shares its key takeaways from Orion Ascent 2026 in San Diego, covering AI adoption, behavioral finance, fixed income repositioning challenges, and why the gap between enterprise platforms and…

Manual workflows are no longer just slowing fixed income teams down; they are holding them back. Explore how automation across the full portfolio lifecycle, from need identification to post-trade…

For fixed income portfolio managers juggling complex mandates and customized accounts, compliance shouldn't require checking spreadsheets account-by-account. Discover how embedded rules transform…

Discover how purpose-built technology and tax optimization are driving the explosive growth of fixed income SMAs, reshaping advisor workflows, and setting a new standard for client outcomes in the…

As fixed income continues in this era defined by higher yields and advanced technology, IMTC’s CEO Russell Feldman discusses how automation, AI, and personalization will shape the industry in 2026.