How InferEdge Streamlines Fixed Income for Institutional Teams
Fixed income teams rarely lack data. Their week is consumed by assembly: sourcing issuer data from filings and disclosures, rebuilding the same screens in spreadsheets, and reformatting figures into presentations for the investment committee or clients. The market view is the most valuable output, yet it receives the least time.
InferEdge is built to reverse that balance for fixed income desks. Rather than adding another tool to learn, InferEdge delivers the workflow itself: agents manage the repetitive steps, while your analysts and portfolio managers retain the judgement. This takes shape in four distinct ways, each valuable on its own.
1. Automated workflows
New issue analysis, periodic portfolio reviews and weekly market updates follow a recognisable pattern each time. InferEdge turns them into end-to-end workflows: agents retrieve the relevant information, organise and analyse it, and prepare a structured output for analyst review, depending on the use case.
Take the deal sheet generation example. The analyst sets it up once by giving InferEdge a set of instructions: the data points the sheet must contain and the format it must follow. InferEdge saves those instructions as a workflow.
From then on, creating a deal sheet takes one run. The analyst runs the saved workflow in InferEdge, and the agents gather the specified data points and produce the deal sheet in the same format every time.
2. Dashboards and rating alerts
Tracking issuers, credit ratings, maturities, yields and portfolio exposures usually means moving between screens, spreadsheets and data sources. InferEdge consolidates these into interactive dashboards built around the investment team’s needs.
A credit rating alert dashboard, for example, flags when an issuer the team follows receives a rating change. The team sees the change through its monitoring workflow rather than at the next routine review or through a client query, and can assess the implications straight away.
3. Instrument search and analytics
Bond research starts with finding the right instrument and assembling what is needed to evaluate it. InferEdge’s instrument screener covers more than 50,000 ISINs across government securities, corporate bonds, commercial paper and certificates of deposit, with natural language search alongside search by instrument name, issuer and ISIN.
Alongside this sit 5,000+ information memorandums, full rating history with rationales, 15 years of trade data, and a cashflow calculator that outputs clean price, accrued interest and total consideration.
Identifying a bond, reading its documents, checking its rating history and calculating its consideration happen in one place, which also standardises routine analysis across the team.
4. Reports and decks in your templates
Most teams already have the Excel models and PowerPoint formats their investment committees and clients expect. InferEdge generates reports, review decks and client notes using those existing files, rather than asking the team to adopt a new format.
The outputs draw on the same underlying data used across InferEdge’s workflows and dashboards. That reduces manual re-entry, keeps figures consistent across deliverables, and lets analysts trace numbers back to their sources. The aim is a repeatable reporting process that frees analysts to spend more time interpreting results and preparing for client discussions.
5. The same data and analytics, delivered by API
Everything above is also available as an API, delivered as data feeds for teams that want to build the data into their own systems rather than use a separate interface. InferEdge collates data from multiple sources and verifies it using a mix of proprietary technology and manual verification, with the aim of high accuracy.
The feeds cover four areas:
- Security reference data: real-time updates, alerts and natural language search.
- Cashflows and calculator: day counts, call and put features, and other bespoke terms.
- IMs and credit ratings: 5,000+ information memorandums and full rating history with rationales.
- Historical trades: 15 years of trade data.
Teams use the feeds for:
- Operations automation
- Sales enablement
- Portfolio advisory
- Regulatory reporting
Developers can start with the API documentation.
Built around your workflow, not alongside it
Spreadsheets are flexible but fragile, and every report is rebuilt by hand. Generic AI tools rarely hold up in real investment workflows, where accuracy must be proven, not assumed. Global data terminals and point tools supply data or solve a single task, leaving the assembly to your team.
InferEdge takes a different route. The workflow arrives ready for review, on clean, validated data.
See it on your bond universe
See how InferEdge works with your instruments, data and existing workflows. Book a demo with the InferEdge team, or write to sales@inferedge.com. To explore the data feeds directly, read the API documentation.