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Manage customized model portfolios with ease

Build both CUSIP and characteristic-based models for corporates on a platform designed for fixed income investing without manual, time-consuming processes.

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Challenge
The Challenge

Are you stuck managing model portfolios in spreadsheets or on a platform designed for equities?

Enabling access to custom indexing or customized corporate bond portfolios using either CUSIP- or characteristic-based models isn’t scalable with current technology. Using platforms designed for equities means you need spreadsheets to make decisions, effectively limiting investment options.

IMTC can help if you’re having difficulties with:

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Executing maintenance trades

Adhering to a model portfolio to maintain the right exposures, especially with limited opportunities to purchase bonds across the capital structure, is too time-consuming to scale effectively.
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Managing cash

Identifying accounts that have cash or need to raise cash and determining optimal investments, while respecting underlying security and model positioning, is time-consuming across all accounts.
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Allocating across accounts

Determining accounts and quantities in which to allocate bonds is a manual workflow that lacks an equitable and repeatable process.
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Automating post-trade workflows

Ensuring the back-end trade flow is properly communicated to brokers, custodians, sponsored platforms, etc. is complicated and error-prone without straight-through-processing.
The Solution

Enhance and automate fixed income management with a fully integrated, turnkey platform

  • Construct and rebalance optimal portfolios en masse that utilize the most attractive CUSIPs
  • Adhere to custom indexed portfolios and model portfolio positioning with ease
  • Allocate bonds equitably across accounts using waterfall methodologies while remaining in line with rules
  • Ensure post-trade efficiency with seamless connectivity into all necessary data and platforms
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The Outcomes

Capitalize on unique market opportunities, faster, with IMTC

Transform your ability to scale fixed income management when you can make investment decisions with speed and accuracy not before possible.

90%

of our clients are able to offer increased customization within 6 months of using IMTC

60-90

days in which a client can successfully launch new customized SMA offerings

94%

94% of our clients are able to meaningfully scale fixed income management

 
80%

reduction in time spent allocating trades

Our clients

Explore how IMTC clients are using IMTC

Cover page showing Matt Trachy, LMCG Investments
“We had concerns about our old system. With IMTC, we’re more confident that we can work with a higher volume of accounts, move quicker, and that we can handle some of that growth within our system.”
– Matt Trachy, Fixed Income Analyst, LMCG Investments
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Our Platform

Streamline fixed income management with a comprehensive and flexible suite of modules

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A combination of modules to make investment decisions across accounts simultaneously including scenario analysis, optimization, allocation, portfolio filtering, cash flow modelling, and more.
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A trade blotter with functionality to manage orders with direct connectivity into ECNs, dealers, and third-party OMS/EMS platforms to route orders effectively and process trade confirm details automatically.
Order Management Platform Screenshot
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The compliance module embeds effective risk management and adherence to portfolio strategies, targets, and unique investment guidelines into every investment decision, pre-trade.
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A platform that aggregates all data needs including security masters, live market data, analytics, and more with complete flexibility and control over data.
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A dynamic tool to generate both internal reports and client reports, including white-labelled portfolio reporting, attribution, composite reporting, portfolio comparisons, and more.
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IMTC builds and maintains all data and platform integrations to minimize the burden of managing data for firms.
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Resources

Latest insights

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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
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…
September 10, 2024
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MediaPress & Media

RIABiz: Fixed-income start-up nabs BlackRock veteran
RIABiz included the IMTC announcement Dave Antonelli, a 20-year fixed income portfolio manager and Managing Director at BlackRock, joining the team.
August 9, 2024
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Want to learn how IMTC helps your firm to outperform?

Speak to our sales team. Our team has a consultative approach to help you assess if IMTC’s technology is right for your firm.