Fixed Income Technology for the Demanding Professional

Tax Optimization of Municipal Bond Portfolios:<br><i>Investment Selection and Tax Rate Arbitrage</i>

Latest Research

Tax Optimization of Municipal Bond Portfolios:
Investment Selection and Tax Rate Arbitrage

Tax Efficient Trading of Municipal Bonds

BlackRock Deploys Kalotay<br>After-Tax Muni Valuation Methodology

Latest News

BlackRock Deploys Kalotay
After-Tax Muni Valuation Methodology

Critical to Capturing True "Tax-Aware" Interest Rate Risk

BlackRock sets a new standard in effective duration reporting with Kalotay Analytics' after-tax methodology for municipal bond valuation.

BondOAS<sup>TM</sup> and MuniOAS<sup>TM</sup><br><i>Deployed on Leading Fixed Income Platforms</i>

High Speed, High Precision Analytics

BondOASTM and MuniOASTM
Deployed on Leading Fixed Income Platforms

Kalotay Analytics - High Speed, High Precision

Improve After-Tax Performance Using<br>Dynamic Tax-Efficient Trading Strategies

MuniSignal: Tax-Efficient Trading of Municipal Bonds

Improve After-Tax Performance Using
Dynamic Tax-Efficient Trading Strategies

Tax Efficient Trading of Municipal Bonds

Live Interactive Demos

LIGHTNING SPEED

  • BONDS - 3,000+ callable agency bonds
  • MBS - 4,000+ pass through securities

RISK MANAGEMENT

TAX MANAGEMENT OF MUNIS

MUNICIPAL BOND INSURANCE

DEBT STRUCTURING