FactSet provides you with the analytical flexibility and necessary data to study fixed income funds in great depth from numerous perspectives. Combining a powerful analytic engine with our industry-leading suite of portfolio management applications, FactSet truly offers a unique solution to fixed income portfolio analytics.

Perform Portfolio Analysis for Multiple Strategies

• Analyze fixed income portfolios across all asset classes, including the group, sub-group, and bond level, and in portfolios invested according to three different strategies: high yield, investment grade, and balanced funds

Access Accurate Analytics with Complete Data Coverage

• Access comprehensive analytics and portfolio analysis across all fixed income asset classes with a special emphasis on structured products: OAS, OAD, OAC and TRR.

Analyze Company-Level Debt Details

• Evaluate bonds, notes, and convertibles, examine credit ratings, and analyze an issuing company’s financial information
• View and chart terms and conditions, ratings, pricing, and analytics for bonds, along with yield curves and summarized corporate debt data
• Screen for fixed income and equity securities that meet specific investment criteria and create reports based on those companies
• Create custom reports in Excel combining fixed income data with all other data content available on FactSet within one spreadsheet