The Investment Toolkit

Valuations

unlock data-driven insights at scale

enhancing your data points multiple valuation models

The foundation of smarter investments lies in gaining deeper insights across your investment universe — within minutes. Start exploring the right opportunities instantly. Our valuation algorithms leverage customized machine learning routines and advanced analytics to enhance each bond's data, assessing its relative value through global context, peer comparisons, and curve positioning.

Insights

spot opportunities effortlessly

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Whether you're searching for bonds with specific characteristics across your investment universe or screening your portfolios for rebalancing opportunities, our advanced filtering and optimization tools streamline your workflow. Complete these tasks with unparalleled speed and efficiency. Reviewing hundreds of portfolio positions for suitability becomes as simple as the click of a button.

Research

custom research frameworks to extract valuable insights

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Create custom research tailored to your needs, drawing from your trusted sources. With our AI-assisted creator tool, new research workflows can be quickly set up to answer your questions. Whether you're sifting through hundreds of pages of bond prospectuses to build a company profile, running ESG screens, or dissecting complex contracts, the application is equipped to handle it all. Every text source is meticulously referenced, ensuring cross-checking for validity and minimizing the risk of 'model hallucinations'.

Additional analytical options include document comparison, change tracking, sentiment analysis, and financial evaluation. As technology evolves, we are continuously enhancing the platform with new features — stay tuned for updates.

Combined with our valuation algorithms, this tool becomes a formidable asset for your investment analysis, empowering you to work smarter and faster.

Reporting

compose decision-ready reports

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The platform seamlessly integrates your data and insights into comprehensive, professional reports. Whether you're conducting an internal portfolio review or pitching a new model portfolio, reports can be generated instantly. The report style is fully customizable to align with your firm's branding and color scheme.

These investment reports provide a concise yet detailed overview of all key aspects, including valuations, conclusions, and recommendations. They also feature summaries of credit profiles, interpretations of critical metrics, peer comparisons, and relevant economic or industry contexts.

Portfolio Management

create, review, optimise and communicate

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With the portfolio creation tool, building custom portfolios tailored to your investment universe and style is effortless. Smart filtering with a wide range of relevant criteria allows you to create better, investable portfolios with ease. The process is straightforward: define your investment universe, set quality parameters for your bonds, configure portfolio size and diversification, and let the search algorithm handle the heavy lifting.

The output is intuitive, enabling you to review and fine-tune results to bridge the gap between algorithm-driven insights and your expertise as an investment manager.

Combined with the platform's robust reporting capabilities, you can create high-quality, investable portfolios in real-time — delivering results to your client before their coffee even had time to cool down.