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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…
September 10, 2024
cube building blocks
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
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.
March 6, 2024
nyc skyline
InsightsBond Markets

2024 Fixed Income Market Outlook: Signs for the Year
What are the most important factors for fixed income markets this year? Our 2024 bond market outlook includes commentary written by John Hallacy on economic, macro, and political factors, as well as…
January 9, 2024
MMI webinar banner - Credit, Inflation and Duration: Navigating the Changing Landscape
InsightsBond Markets

MMI Webinar Takeaways: Navigating Today’s Fixed Income Markets
MMI hosted a webinar “Credit, Inflation, and Duration: Navigating the Changing Landscape” on September 19, 2023 featuring industry experts, Richard Saperstein, Paul Matlack, and Kevin McPartland,…
September 21, 2023
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
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