Asset Managers

Efficiently navigate the U.S.
fixed income market

We provide the data, analytics and tools to support each stage of your
investment process with the flexibility to accommodate your unique investment preferences.

CBXmarket can help you…

  • Source all your fixed income data and analytics

    Our data is vetted by in-house experts and structured so you can easily access the information you need

  • Save time and manage assets more efficiently

    Our proprietary tools will allow you to manage portfolios more efficiently, reducing time spent aggregating data from multiple sources

  • Better serve your clients

    Invest confidently knowing you’re making calculated, informed and intelligent investment decisions on behalf of your clients

  • Manage investments anytime, anywhere, from any device

    Whether you’re in a conference room, on the train, or at your desk, access up-to-date information on all your devices

  • Grow your business

    Automate manual day-to-day tasks so you can focus on speaking with prospects and expanding existing relationships

Schedule a demo
“CBXmarket leverages comprehensive analytics, essential data feeds, and a streamlined interface in order to deliver a dedicated fixed-income platform that’s robust, powerful, and meets the needs of both analysts and portfolio managers alike.”CHARLIE, CREDIT ANALYST, HIGH YIELD −

What you can do…

  • Determine the appropriate allocation of a new issue across existing portfolios

  • Proprietary search and screen functions make it easy to find new issues
  • Engage the Portfolio filter to identify suitable portfolios and the appropriate allocations
  • Use portfolio modeling tools to evaluate the impact of adding the new issuance to any of your portfolios
  • Analyze current primary market conditions and compare them to historical trends

  • Manage SMAs, ETFs and mutual funds with aggregated reporting tools and portfolio alerts

  • Maintain transparency across all client portfolios from a single dashboard
  • Monitor cash levels, rating changes, upcoming maturities and payments across all accounts
  • Set alerts to stay informed on new issues, price movements and rating changes

  • Input specific portfolio constraints (i.e. sector allocation bands, issuer restrictions, etc.) to identify breaches and ensure compliance with investment guidelines

  • Use the Portfolio Strategies tool to implement unique investment guidelines
  • Bond and portfolio-level activity will be monitored by the system, allowing you to efficiently manage more portfolios with enhanced transparency
  • Maintain more complex investment strategies with the help of system reporting and analytics

  • Rebalance portfolios through the course of a market cycle

  • As bonds mature or market values shift, use the Comparable Bonds tool to source securities with similar risk and return metrics
  • Use the draft portfolios function to model out potential asset allocation schemes and evaluate the impact on your portfolios
  • Compare different allocation schemes analyzing key risk/return metrics side-by-side with the Compare Portfolios tool

  • Improve your chances at winning new business

  • Source relevant portfolio and market data to complete RFPs
  • Provide prospects with before and after snapshots of proposed portfolio changes
  • Highlight the impact of your suggested changes based on a variety of different performance and risk metrics
  • Build a mock portfolio based on the prospects’ investment preferences and quickly produce a presentation-quality report to bring to your meeting