Investortools

During the 2024 Fixed Income Leaders Summit, Senior Vice President James Morris sat down with Dan Barnes with Trader TV to discuss how municipal finance is being transformed by electronic trading and automation. This impact is particularly evident in the increased efficiency of odd lot trading, growing the number of the separately managed accounts (SMAs), and the ability to quickly find optimal trading opportunities in the market. At Investortools, Inc., we successfully guide clients through the transition to automation. By reducing the manual aspects of frequently carried out processes, users are empowered to scale operations and manage increased workloads more effectively. This efficiency is seen in portfolio construction times within our software, where clients are reporting rapid transitions from cash to fully invested portfolios in a matter of days. Connect with our team to learn how our automation toolkit and the #InvetortoolsDealerNetwork adds efficiency to historically manual processes: https://bit.ly/3WjX58H

"To provide their institutional-sized SMA clients savings on costly multiple ATS API connections, the firm launched its Investortools Dealer Network to offer better access to bonds and trading. It’s a platform of platforms, an end to end solution where brokers, money managers, and ATS interact in real time directly, either with the ATS intermediating the trade or trading directly between dealer and money manager. With a simple, single API, the bond world is opened." Our users are leveraging the Investortools Dealer Network (IDN) to tap into extensive market depth, achieve best execution, and scale their AUM without increasing headcount. Ready to access the most comprehensive, consolidated view of the secondary market? Connect with our team or learn more here: https://bit.ly/4gqGzuO A big thank you to Barnet Sherman for featuring Investortools in your latest Forbes article!

The overall change in the ICE Municipal AAA Noncallable spot curve for November demonstrated a 40.6 increase in overall level, as measured at the ten-year point. Reflecting on Investortools Municipal Market Performance for November 2024 with Joel Buursma and Mark Pinson. Read the full report here: https://bit.ly/4fjCM1G

Excited for another day at the BOND DEALERS OF AMERICA National Fixed Income Conference!

Municipal yields briefly spiked following the election in early November, but quickly dropped back down, ultimately finishing the month lower than they had started it. The shortest and longest terms finished the month with yields very near where they were at the start of 2024, but yields at terms between 3 and 15 years are still up substantially for the year. Reflecting on Investortools Municipal Market Performance for November 2024 with Joel Buursma and Mark Pinson Read the full report here: https://bit.ly/3ZADCCp #municipalbonds #fixedincome #muniland

Joel Buursma, VP Senior Software Architect and principal author of Investortools' Monthly Municipal Market Performance Reports, was recently featured in The Bond Buyer. The article explores how the performance of the municipal bond market in 2024 compares to previous years. Joel Buursma shared his insights stating, "In the first ten months of 2022, short-term treasury yields surged upward over 400 basis points, while short-term municipal bond yields rose almost 300 basis points. Longer-term bond yields also rose between 200 and 300 basis points in this period. While 2024 hasn't seen the dramatic upswing in yields seen in 2022, or even May through October of 2023, yields are nonetheless up overall in 2024." While market conditions have shifted since 2023, tax-loss harvesting remains an essential process for investors. We recently hosted a Tax-Loss Harvesting webinar to showcase the platform's features that support this strategy, focusing on how they streamline the tax-loss harvesting process for a more efficient and scalable workflow. Through the Investortools platform, users are empowered to: • 𝗦𝗲𝘁 𝗧𝗮𝗿𝗴𝗲𝘁𝘀: Define capital gain/loss goals for each portfolio • 𝗙𝗶𝗹𝘁𝗲𝗿: Easily identify the best candidates for gains or losses • 𝗛𝗮𝗿𝘃𝗲𝘀𝘁: Utilize Perform’s Request-for-Quote (RFQ) workflow, including multi-platform AutoEx • 𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗧𝗮𝘅 𝗜𝗺𝗽𝗮𝗰𝘁: Review changes to estimated tax liability These protocols and automation features are built with scalability in mind. They also support a workflow that maximizes tax-loss benefits while minimizing the impact of high bond turnover and wasted time. Interested in learning more about how Investortools supports tax-loss harvesting? Connect with us to learn more about our innovative solutions.

Investortools is headed to Washington D.C. for the 2024 BOND DEALERS OF AMERICA National Fixed Income Conference! As a trusted partner to the fixed-income community, we look forward to engaging with industry leaders, exchanging insights, and exploring the latest trends shaping the municipal bond and fixed-income markets. If you’re attending, let’s connect! Kathy Christensen will be at the event and excited to discuss how our innovative solutions can elevate your investment strategies. Learn more about the event: https://bit.ly/3Zc4qHA

We wish everyone a happy and delicious Thanksgiving tomorrow! As we celebrate the holiday tomorrow, we’re reminded of how fortunate we are to have such a dedicated and compassionate team at Investortools. Just last week, our Naperville office demonstrated this spirit during our annual volunteer service day with Loaves & Fishes Community Services & Fishes, a local nonprofit and food pantry serving the Naperville community. Together, our team packed nutritious and delicious groceries to support families in need, embodying the true meaning of giving. We are deeply grateful for our team's efforts, both in their work and their impact within our community. Wishing you all a wonderful Thanksgiving filled with gratitude!

Investortools is excited to announce our attendance at the 2024 BOND DEALERS OF AMERICA National Fixed Income Conference. The BDA event is one of the year’s most anticipated gatherings, bringing together leaders and professionals across the fixed-income landscape. The conference serves as a vital platform for discussing regulatory updates, market trends, and the latest developments impacting the municipal bond and fixed-income sectors. We look forward to seeing attendees at the event and connecting with industry professionals who share our commitment to advancing the fixed-income marketplace!

I'm glad for the opportunity to be quoted in this article by Jessica Lerner in The Bond Buyer that captures the current pulse of this year-end portfolio management ritual. Investortools' software for portfolio, order & execution management helps institutional investors do (among many other things) tax-loss harvesting on their fixed-income portfolios accurately and at scale. If that sounds like something you could use, check it out at https://lnkd.in/g9_4gD_F!