2018 Midyear Outlook
Positioning Your Fixed Income Portfolio in Today’s Policy Regime — 7/3/18 – Erik Zoega, CEO
Where people, processes, & technology converge
Explore our insights, research, events, and news on the world of fixed income and technology.
Role
Theme
Types
The Evolution of Portfolio Optimization
Cutting edge portfolio optimization tools available today, among them IMTC, take optimization one step further. Find out how IMTC is evolving with the ever-changing portfolio management landscape.
October 29, 2018
IMTC is presenting at the T3 Conference in Las Vegas!
Russell Feldman will be discussing the Next Wave of Portfolio Optimization Tools
October 18, 2018
IMTC (at the time, CBXmarket) named Technology Disruptor of the Year!
We are extremely excited to have been named the Technology Disruptor of the Year by WealthManagement.com and a panel of expert judges.
September 21, 2018
Four Ways to Invest in a Rising Interest Rate Environment
Rising interest rates are something for which fixed-income investors have to prepare. There are various strategies fixed-income investors can deploy to earn profits when interest rates soar.
September 18, 2018
Best Practices for Best Execution
Best execution is an investor protection, obligating investment managers to exercise reasonable care when executing a trade in order to obtain the most advantageous terms for the client.
September 18, 2018
The Importance of Communicating Investment Performance to Your Clients
As a financial advisor, investors pay you for your professional perspective, analysis, and recommendations on securities. What you are selling is a service – expertise in investment decision making…
September 18, 2018