Fixed Income Portfolio Management

Institutional-quality tools to support your
unique investment process

CBXmarket | Fixed Income Portfolio Management

A Portfolio Management System that is Changing Investment Operations

CBXmarket was built to be an approachable, yet effective solution – adding value to any bond investors’ investment process. The platform will enable you to manage your portfolios more efficiently.

Save time and enhance returns

Research and analytics are only useful when they are accessible. CBXmarket provides a single solution for access to corporate bond prices, municipal bond prices, bond ratings from S&P and Moody’s, fixed income market data including spreads and yields, flexible reporting and more.

  • Source investment opportunities across the U.S. Corporate, Municipal, Treasury and Agency markets, with daily pricing, performance and market updates
  • Streamline investment operations by handling the entire portfolio management process on a single platform
  • Efficiently rebalance portfolios with modeling and scenario analysis tools

  • Stay on top of rating changes, upcoming maturities, cash balances and other activity with automated monitoring and alerts
  • Implement investment strategies and maintain portfolio objectives and constraints
  • Administer managed accounts or model portfolio programs

Providing dedicated solutions for all investor types:

  • Asset
    Managers
    • Managed account platform & reporting
    • Portfolio modeling and scenario analysis
    • An alternative to traditional market data & enterprise software providers
  • Financial
    Advisors
    • Advanced bond screening & pricing validation tools
    • Portfolio monitoring & reporting
    • A scalable platform to efficiently manage your clients’ bond investments
  • 1.1 MILLION
    Corporate, Municipal, Treasury and Agency Bonds

  • 41,000 +

    Issuers with
    complete
    financial data

  • 10.8 MILLION

    Daily yield
    and spread
    calculations

  • 5 YEARS

    Historical
    pricing, trades
    and market data

What you can do…

  • Import and/or Construct Portfolios

    Easily import portfolios or build them on the platform using our advanced search and screening functions

  • Managed Account Platform Solution

    Maintain transparency across model portfolios, ETFs, Mutual Funds with aggregated reporting and benchmarking tools

  • Portfolio Modeling

    Evaluate portfolio performance across various scenarios, prepare draft portfolio proposals for prospects and assess different allocation strategies

  • Compliance and Investment Monitoring

    Implement portfolio guidelines or constraints and the system will monitor portfolio activity at both the security and portfolio-levels, notifying you of any violations

  • Portfolio Alerts

    Receive automated alerts on the platform and by email based on portfolio- or security- specific events, and broader market movements

  • Presentation-Quality Reports

    Export customizable reports directly to PDF with the option to include your logo

Benefits of using CBXmarket portfolio management tools

  • No long-term commitment – monthly subscription
  • Save time with automated reporting and data aggregation
  • Configure the platform based on your preferences
  • Intuitive interface developed for fixed income investors and PMs

Schedule a demo
CBXmarket | Fixed Income Portfolio Management Tools

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