Portfolio Solutions from Tradeweb Direct
A fixed income portfolio analytics tool tied to deep liquidity.
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A fixed income portfolio analytics tool tied to deep liquidity.
WATCH OUR VIDEO
BENEFITS
Portfolio Solutions is seamlessly integrated with one of the largest fixed income marketplaces in the U.S. - Tradeweb Direct. Fulfill best execution requirements with direct access to 280K+ live executable markets, 160K+ unique fixed income securities and 200+ liquidity providers.
Tradeweb Direct by the Numbers
| ASSET CLASS | UNIQUE BONDS | TOTAL OFFERINGS |
|---|---|---|
| Updated: 2017-10-03 15:10:02 | ||
1 IN 7
OF ALL CORPORATE BOND TRADES
REPORTED TO TRACE
HAPPEN ON TRADEWEB DIRECT
1 IN 5
OF ALL MUNICIPAL BOND TRADES
reported by MSRB
HAPPEN ON TRADEWEB DIRECT
MONITOR PORTFOLIO EVENTS
Take action on events and redemptions affecting your portfolio holdings such as rating changes, credit watches, redemption notices, daily price movements and default notices.
MANAGE RISK
Perform shock and horizon analysis to illustrate and manage risks from hypothetical interest rate volatility.
EFFORTLESSLY REBALANCE
Identify rebalancing opportunities such as tax loss harvesting, concentrated positions and bonds that are subject to interest rate volatility.
INCREASE ASSETS
Seamlessly upload held-away assets to assist in new money proposals.
ON-DEMAND & SCHEDULED REPORTING
Generate custom reports, either on demand or scheduled, by choosing from over 50 report components: executive summaries, shock and horizon analysis, before/after proposal views, cash flows, duration analysis, sector analysis, issuer concentration and de minimis reporting.
