Fixed Income Technology for the Demanding Professional

MuniOAS™ -- Getting Muni Risk Right<br>MuniSignal™ -- When Selling at a Loss Makes Sense

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MuniOAS™ -- Getting Muni Risk Right
MuniSignal™ -- When Selling at a Loss Makes Sense

Kalotay and Investortools Partner to Deliver After-Tax Muni Bond Analytics

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Kalotay and Investortools Partner to Deliver After-Tax Muni Bond Analytics

“Incorporating the complex tax treatment of munis in our model allows investors to get a realistic picture of what will happen to their portfolios when interest rates change. We’re excited to partner with Investortools to bring this innovation to the market,” said Andy Porter, Managing Director of Business Development, Kalotay Analytics. See Bond Buyer article.

Refunding+™ for Excel

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Refunding+™ for Excel

Calculates refunding efficiency by comparing savings to net loss of option value. The latter includes both the value of the conventional call option and of the advance refunding option being given up.

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