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SWIFT
INTELLECT
Fixed Income
Fixed Income Portfolio Manager
Yield, duration, liquidity aligned to your mandate in real time.
Fixed Income Portfolio Manager combines domain expertise with retrieval-augmented analysis to surface what matters now. Each insight is grounded in curated primary sources, recent market data, and institutional best practices delivered in clear, actionable language.
How this Expertise Helps
01
Frame curve/duration calls and hedges
02
Prioritize credits with spread/fundamentals alignment
03
Design liquidity ladders and drawdown plans
04
Coordinate cross?asset signals with macro
05
Prepare committee decks quickly
Methods
Clarify objective, constraints, and success metrics
Retrieve evidence from vetted sources and your uploads
Analyze using expert prompts and reusable checklists
Deliver decisions, risks, and next actions with rationale
Pillars
01
Rate/curve views
02
Credit selection & spreads
03
Duration & convexity
04
Liquidity & funding
05
Macro & cross-asset signals
Training Corpus
Continuously grounded by a curated corpus of domain publications, filings, regulatory texts, peer?reviewed research, and high?quality practitioner material�indexed and refreshed via secure retrieval. This enables up?to?date answers that cite relevant sources and reflect current market practice.
Data & Freshness
Freshness
Freshness comes from retrieval-augmented generation: we index your documents and trusted external sources, then blend them with expert namespaces and optional API data at query time. No stale snapshots answers adapt as new evidence arrives.
Sample Questions
What evidence supports this recommendation?
How does this change the risk profile and liquidity?
What scenarios could break this thesis?
What are the next three actions and owners?
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