Below are excerpts from recent press mentions for Interactive Data Fixed Income Analytics, as seen in various financial trade publications.
Inside Market Data, August 27, 2001
CMS Issues BondEdge 4.5;Next Version to Appear in October
The release of BondEdge version 4.5 includes further additions to the
global analytics offering new security pricing and modeling tools, plus
enhancements to the CMS BondEdge MBS prepayment model. Enhancements
made to the global analytics were inplemented in anticipation of the
UK Launch planned for October 17, 2001.
Inside Market Data, August 27, 2001
CMS BondEdge Recruits Wilson to Boost UK Sales
CMS BondEdge hire Lynne Wilson as sales executive to head up its UK
sales effort. Lynne will be based in the CMS BondEdge London office.
Operations Management, May 14, 2001
L.A. Shop Ramps BondEdge with Euro in Mind
CMS BondEdge plans to release version 4.5g of the BondEdge software
with enhancements to its global features, as it gears up for a mid-October
2001 launch of BondEdge overseas. CMS BondEdge is currently in process
of recruiting for sales/support staff, to be based in London-based office
of sister affiliate, FT Interactive Data. Other enhancements include
high-yield security coverage from Interactive Data, and the ability
to model securities based on the LIBOR curve, with a release date schedule
for late June.
Inside Market Data, February 23,
2001
CMS' BondEdge Version 4.3 Has Added Functionality
CMS' 4.3 release incorporates additional global analytics, including
global vs. portfolio benchmark comparisons and performance attribution
analysis that now considers the effects of non-US$ holdings on portfolio
returns. The complete 2001 AM Best annual rating agency test for insurance
companies is also available in this version.
Investment Management Technology
, January 15, 2001
Teri Geske, VP of Product Development for CMS talks about technology
challenges faced by the investment management business in 2000, reflections
about Y2K, and possible trends for the upcoming year.
Global Investment Technology, January
8, 2001
Alliance Links Bond Portfolio Analysis, Execution
Advanced Auctions, a division of State Street Corp., partners with CMS
to create a link between Bond Connect, an on-line fixed income trading
platform, and BondEdge for portfolio. The link will deliver to BondEdge
clients convenient access to executable bond information and enhance
the portfolio management function.
Investment Management Technology,
December 18, 2000
CMS BondEdge Forms Partnership with State Street's Bond Connect
CMS BondEdge announces plan to link its BondEdge system with State Street's
on-line fixed-income trading platform, Bond Connect. The link between
BondEdge and Bond Connect will deliver a seamless connection between
the portfolio analysis and on-line trading functions.
Institutional Trading Technology,
November 13, 2000
CMS Hosts Global Fixed-Income Roundtable Luncheons
CMS hosts a 4 city-tour of roundtable discussions about current issues
global portfolio managers are faced with today. Whether management style
is core-plus (allows for some discretionary investing to help boost
returns), or incorporates a global mandate (where a specified percentage
of the portfolio must be invested in non-US$ securities), new BondEdge
functionality provides the necessary tools to manage portfolios effectively.
Enhancements are part of an ongoing effort to address the needs of US-based
managers investing in non-US$ securities as well as ready the product
for an overseas launch in 2001.
Investment Management Technology,
October 23, 2000
InData Establishes an Interface with CMS BondEdge
Enterprise-risk solution provider, InData, announces agreement to interface
its IMS for Windows product with BondEdge. IMS clients will be able
to import high-end fixed income portfolio analytics from BondEdge into
the InData software and view the information on-line, as well as use
the information for appraisal and reporting purposes.
Investment Management Technology,
September 25, 2000
BondEdge Looking Ahead to Rebirth
CMS is looking at ways to expand both the markets and functionality
of the current system. Two major efforts to accomplish this goal are
already underway - rearchitechting the BondEdge system, and building
a global fixed income analytical system. BondEdge, currently a monolithic
application, will be broken down into component pieces which can then
be sold off as stand-alone or customizable entities, easily integrated
with other applications, and finally, allow for easier and more frequent
updates to the systems overall functionality. On the global front, BondEdge
already includes key global analytic features, but will continue to
add enhancements as the company gears up for an overseas launch of the
product in 2001.
Wall Street & Technology, July,
2000
CMS Mulling Over Linking BondEdge to Various ECNs
Capital Management Sciences (CMS), is considering whether to link its
flagship product, BondEdge, to a number of electronic communications
networks. The next generation of BondEdge, due out next year, is built
atop a component-based, n-tier architecture. As an open, thin-client
system, the next-gen BondEdge could feed prices in seamlessly and then
allow users to trade right through BondEdge.
Mortgage-Backed Securities Letter,
June 26, 2000
Capital Management Sciences (CMS), which launched its fixed-income software
system called BondEdge in Canada last September, focuses on providing
information on Canadian government, provincial, municipal and corporate
securities.
Asset Sales Report, June 19, 2000
Capital Management Sciences (CMS), which launched its fixed-income software
system called BondEdge in Canada last September, focuses on providing
information on Canadian government, provincial, municipal and corporate
securities.
Investment Management Technology,
June 19, 2000
"BondEdge Adds Multicurrency Function, Looks to Expand Into Europe
"
Los Angeles-Multicurrency functionality is being built into BondEdge
as part of the strategy to develop the product for launch in Europe.
InvestmentNews, April 10, 2000
The Next Wave? Online Management Software
On-line software will save time and money for plan sponsors and money
managers. CMS is about 18 months away from completing an online version
of BondEdge. BondEdge already provides on-line access to historical
bond information with a link to the firm's desktop application.
Inside Market Data, April 10, 2000
CMS released BondEdge version 4.1
Version 4.1 offers a number enhancements. These include: Multi-Currency
Database, A Global Distribution report, a Portfolio Alerts report ,
Asset/Liability Optimizer, and online resource of mortgage-backed securities.
American Banker, April 6, 2000
L.A. Adds Web Database to Bond Service
CMS will add an online mortgage-backed-security database to BondEdge.
Pensions & Investments, April
3, 2000
Investment Management Software on Web
Investment management software providers are creating a new generation
of Internet-based software. CMS is developing an online version of BondEdge.
It allows clients to download database information via a web browser,
rather than loading the information from diskette onto a hard drive.
Investment Management Technology,
April 10, 2000
Management Briefs
CMS has announced the release of BondEdge Version 4.1. with a number
of improvements including a multi-currency bond database, global portfolio
versus index reporting, portfolio alerts and an Asset/Liability Optimizer.
BondEdge Private Client Website has also been enhanced to offer detailed
mortgage-backed securities data. The data are presented through a browser
that is embedded into the BondEdge system.
Quarterly Comment, February, 2000
Portfolio Managers Gain ISMA Data and Prices in BondEdge
CMS signed a deal with ISMA to provide its CUPID database and ISMA Price
Service as part of CMS's BondEdge service.
Buy Side, January 31, 2000
CMS Developing Component-Based Architecture for BondEdge
CMS develop BonEdge into several layers: a presentation layer, or GUI,
an application layer and a database layer. Benefits include: easily
import and export data between third- party systems, better reporting
capabilities and better access to data. The project is scheduled to
be completed within 18 months.
Inside Market Data, January, 2000
DBC's CMS division moves into the Canadian bond market, teaming up with
RBC Dominion Securities to develop and market a Canadian version of
BondEdge.
Buy Side, December 20, 1999
Royal Bank Investment Management Installs CMS BondEdge
Royal Bank Investment Management intends to use BondEdge to help manage
its enhanced index fund, the DS premier Canadian Bond Fund, and aid
the transition of its investment style from duration plays to more active
trading.
Securities Industry News, November
22, 1999
DBC Gains Institutional, Global Reach in FTAM Merger
Data Broadcasting Corporation (DBC) will merge with Financial Times
Asset Management (FTAM) resulting in DBC gaining access to international
content as well as FTAM's historical databases. FTAM gains DBC expertise
in real-time and Internet delivery.
Securities Industry News, November
22, 1999
CMS Teams with ISMA for Bond Pricing
Capital Management Sciences teamed with International Securities Market
Association (ISMA) to expand the international capabilities of BondEdge.
A global database is available as an optional add-on to BondEdge and
will allow end-users to receive daily pricing information for non-dollar
denominated securities.
National Post Online, November 11,
1999
RBC Shaking Up Fixed Income Market
RBC Dominion Securities (DS) Inc. partnered with CMS to develop a Canadian
version of BondEdge, marking CMS' return to the local Canadian market.
The relationship with DS gives CMS local market, data and index knowledge
and a daily valuation that provides a viable product to bond managers.
Los Angeles Business Journal, November
8, 1999
L.A. County's 15 Biggest Software Companies;
Los Angeles Business Journal has ranked CMS in the top 10 of L.A. county's
biggest software companies.
Investment Management Technology,
September 13, 1999
DBCs CMS Heads North with New Bond Service
CMS and RBC Dominion have collaborated resources to develop a Canadian
version of BondEdge. RBCs Fixed Income Group and the Private Client
Fixed Income Group are among the initial subscribers and will use BondEdge
primarily for fixed income research and analysis on RBCs Bond
Market Indices.
Pensions & Investments, August
23, 1999
CMS, Toronto Firm to Offer Bond Analytics
CMS and RBC Dominion have developed a new fixed income analytics system
for the Canadian market. Future plans include the development of optimization
tools, performance attribution and mortgage-backed security analysis
data.
Buy Side Technology Week, August
23, 1999
Sun Life First to Test Canadian BondEdge
With approximately $260 billion assets under management, Sun Life of
Canada is the first to subscribe to Canadian BondEdge. Canadian BondEdge
was selected over other vendors for its solid analytics, the quality
of the data, as well as its ability to support the portfolio management
and insurance segments.
Tech Bytes, August 20, 1999
LA Firm in Royal Bank Marketing Pact
CMS and RBC Dominion Securities formed a partnership to create Canadian
BondEdge.
Buy Side Technology Week, August
16, 1999
RBC Taps CMS to Develop Canadian BondEdge
RBC Dominion Securities and Capital Management Sciences have joined
to create a fixed-income portfolio analytics and risk management system
for the Canadian market. Dominion chose CMS for its dominant position
in the U.S. market. Dominion previously had a joint offering with Barra
prior to Barras exit from the single security market.
P&I Daily, August 12, 1999
Capital Management Sciences
CMS and RBC Dominion Securities have joined forces to provide the Canadian
market with Canadian BondEdge. The Canadian version of BondEdge will
supply analytics on Canadian government, municipal, provincial and corporate
bond indexes.
BondWeek, August 9, 1999
Firms to Unveil Canadian Bond Portfolio Software
A Canadian version of BondEdge will be released on September 30 through
a joint effort between CMS and RBC Dominion. Canadian BondEdge will
provide users with data from Dominion and analytics from CMS.
Dow Jones Investment Advisor, August
1999
Asset Acrophobia
BondEdge was included in a listing of 28 asset allocation and portfolio
management systems.
Pensions & Investments, July
26, 1999
Capital Management Survey Looks at Investing Procedures
This article summarizes results of a survey conducted by Capital Management
Sciences.
Investment Management Technology,
July 5, 1999
J & W Selligman Install BondEdge for Investment Grade Securities
J & W Selligman recently implemented BondEdge to assist in managing
its $2 billion portfolio of government and corporate debt. BondEdge
will be used for pre-trade analysis according to Gary Zeltzer, senior
VP and portfolio manager with J & W Selligman.
Waters, July 1999
Garban Hires Maron
Highlights the Garban and CMS alliance in which Garban feeds data into
CMS models.
Buy Side Technology Week, June 28,
1999
First Capital Group Goes Live with Enterprise Version of BondEdge
The First Capital Group was the first company to install the BondEdge
Enterprise Solution (ES). BondEdge ES ensures that all of First Unions
locations access the same analytics platform with identical information.
Securities Industry News, June 28,
1999
Capital Management Sciences Adds DTC Money Market Data
CMS now offers data straight from the Depository Trust Co., which includes
31,000 securities. This alleviates the need for buy-side fixed income
managers to manually input information.