Portfolio Solutions from Tradeweb Direct

A fixed income portfolio analytics tool tied to deep liquidity.

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BENEFITS

Real-Time Market Surveillance
Integrated Access to Liquidity
Click-to-Trade Functionality
Powerful
Analytics

Take the plunge into our deep liquidity pool.

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 270K+ live executable markets, 120K+ 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
270K+
LIVE EXECUTABLE MARKETS
120K+
UNIQUE FIXED INCOME SECURITIES
200+
Liquidity Providers

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

Everything you need to efficiently manage fixed
income portfolios, all in one place.

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.

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