Fixed Income

Instructions

The Fixed Income widget allows investors to view metrics for bonds, treasury bills, and notes. This includes average maturity, duration and coupon rate, breakdown by type, credit quality, maturity level, and projected interest payments by month.

To navigate to the Fixed Income widget, please take the steps outlined below.

  1. Select Performance & Reports > PortfolioAnalyst > Navigate to the Fixed Income widget.

    • Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Fixed Income widget.

  2. Select the blue arrow icon in the top right corner to view additional details.

    Image of the PortfolioAnalyst fixed income widget.

  3. A new page will populate with additional information regarding the fixed-income positions.

    Image of the PortfolioAnalyst fixed income panel.

 

Additional Resources

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