imtc Portfolio Managers

Where people, processes,
& technology converge

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

The Year Ahead: 2023 Fixed Income Market Outlook
Our market outlook for 2023, written by John Hallacy, focuses on the most important factors for fixed income markets this year. Commentary includes economic, macro, and political factors, as well as…
January 5, 2023
MediaPress & Media

The Desk: RIAs select IMTC as partner for growth in fixed income account management
The Desk covers IMTC's announcement of Davenport and Company & F.L.Putnam Investment Management selecting IMTC for managing fixed income accounts.
December 13, 2022
Press Release announcement - Davenport & FL Putnam as clients
Press ReleasesPress & Media

RIAs Select IMTC as Partner for Growth in Fixed Income Account Management
Davenport & Company and F.L.Putnam Investment Management bring in IMTC as a technology partner to scale growth for asset and wealth management clients.
December 13, 2022
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.
December 8, 2022
Fund Intelligence Award shortlist
AwardsPress & Media

IMTC Shortlisted for 4 Fund Intelligence Operations & Services Awards in 2023
IMTC has been shortlisted for Best Front Office Technology, Best Portfolio Management System, Best Cloud-Based Front-Office Solution, and Best New Front-Office Fintech Solution for 2023. Winners…
November 30, 2022
Bond Buyer logo
AwardsPress & Media

The Bond Buyer announces IMTC CEO, Russell Feldman, as 2022 Rising Star
Bond Buyer's Rising Stars are muni finance professionals under 40 who have made a positive contribution to the community. We're honored to have our CEO as a 2022 Rising Star!
November 14, 2022
road into autumn leaves
Market CommentaryBond Markets

The Fixed Income Brief: Bear Market Relief
On the back of the Fed announcement last week and the mid-term election results this week, read what's happening in the bond market. All commentary is provided by John Hallacy.
November 10, 2022
MediaPress & Media

The Desk: The Future of Investment Advice & Solutions: Top takeaways from the 2022 MMI Conference
Read about the top trends discussed at the 2022 MMI Annual Conference, focusing on fixed income SMAs. As originally published on The Desk.
November 4, 2022
Goelzer Investment Mgmt team at charity initiative
InsightsFuture of the Industry

Goelzer Investment Management: A Rare Gem in their Dedication to Community Service
Since its inception, Goelzer has embedded charity and community service into its culture. Our team is lucky to call this inspiring, 35+ person firm a client!
October 25, 2022