Solutions for Fixed Income Portfolio and Credit Analysis

Analyze the nuances of the entire debt-driven market, from bonds to portfolios, indices to yield curves, and beyond.

FactSet’s solutions combine, in a single platform, detail-level information, such as the valuations and characteristics of individual bonds and powerful portfolio analysis including performance attribution, sophisticated charting, and cashflow modeling.

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Credit Analysis Combined With Thorough Research

Examine both issue and issuer data and analytics on a single, easy-to-use platform. Screen on a universe of debt and equity characteristics, understand a company’s debt capital structure, and view the latest internal and external research for issuers you follow.

Portfolio Analysis Across Asset Classes

Analyze fixed income portfolios whether you employ a high yield, balanced, investment grade, or other strategy. Analyze performance attribution, combine fixed income and equity analysis, and chart results.

Cash Flow and Prepay Modeling and Derivative Valuation

Model liability, cash flows, collateral exposure, and more. Integrate cash flow and prepayment modeling into your portfolio analysis process.

Asset Liability Management

Manage internal and regulatory cash flow testing and financial reporting needs with a scalable solution. Run thousands of scenarios containing tens of thousands securities, seamlessly.

Shrinking Reporting Time

Case Study: Security Global Investors saw reporting time shrink from days to mere seconds or minutes with FactSet.

Refining Workflow

Demonstration: See how our solutions work in real time.