Portfolio Management Technology is a San Francisco based, registered investment adviser, specializing in global fixed income consulting.  Since 1988, PMT has provided risk analysis and return attribution for our clients'
bond portfolios.   Our clients include large corporate and private institutional investors, including several in the Fortune 100.  
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Our Services:
  • Portfolio risk and return analysis using  individual positions
  • Risk and return reporting at the composite level, individual manager level, and individual position level  
  • In-depth research of the global fixed income markets 
  • Long-term historical analysis of manager investment style
Our Clients:
  • Retirement Plans
  • Non-profit Organizations
  • Family offices
  • Taft-Hartley Plans





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Portfolio Management Technology