Keox
Services
A versatile tool for portfolio management and analysis
Keox is our proprietary, fixed income, multi-currency, portfolio monitoring and selection tool. Keox has been, and continues to be, developed from listening to our clients needs over the past 15 years and performing analysis for a wide range of differing institutions such as banks, independent portfolio managers, multi-national corporations and hedge funds.
As a multi-faceted tool, Keox has many uses, namely;
- A database: a bond selection model to assist with the management of bond portfolios.
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- - Tailor-made lists (the database can be searched on over 100 top level criteria)
- - Over 4’000 liquid bonds
- - Investment grade, high yield, emerging markets, floating rate notes, etc
- - All sectors of the Fixed Income universe including, but not limited to, high yield, emerging, Floating Rate Note’s, Convertibles, Inflation Linked, Investment Grade and Covered bonds
- - CHF, EUR, GBP, USD, YEN, AUD, CAD, DKK, NOK, NZD, SEK, as well as Asian and Emerging currencies
- - Details on taxes (European and US withholding taxes)
- - Available in two versions (light – complete)
- - Lists are available in either a quick reference or detailed version
- A graphic database: used to follow significant moves in the fixed-income markets.
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- A Portfolio analyser: for monitoring the structure of your portfolio against your desired criteria.
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These reports are accepted by both Standard & Poor’s and Moody’s Investor Services and used for the monthly reporting requirements of certain major bond funds that carry an official rating.
- An arbitrage tool: for calculating the economics of an arbitrage.
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- A compliance tool: for compliance purposes.
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- -To illustrate the impact of one or more transactions on a portfolio
- -Keep a detailed record of transactions
Manage your portfolio with Keox
- Monitor and analyse your fixed income portfolio
- Follow significant moves in the fixed income markets
- Structure your portfolio to meet your strategy
- Select from over 4000 liquid bonds
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