Month: March 2024

Today, we’d like to introduce you to our IPS (Investment Parameters) functionality – a powerful tool that will simplify your fixed income portfolio management.

Fixed Income Investing doesn’t have to be cumbersome. With bondIT’s Frontier technology, you can streamline portfolio creation, enhance precision, and ensure efficient collaboration across teams.

Ready to unlock the true potential of your fixed income investments?

Our IPS functionality empowers you to effortlessly create and manage model-based fixed income portfolios, tailored precisely to your investment objectives and constraints. With Frontier, you can:

Tailor Investment Guidelines: Easily establish investment guidelines and build model portfolios aligned with your specific objectives and constraints.

Explore Diverse Strategies: From conservative to aggressive risk profiles, explore a spectrum of strategies to match your investment preferences.

Flexible Customization: Customize individual IPS while ensuring consistency across teams, facilitating seamless collaboration in portfolio construction.

Personalized Solutions: Modify strategies to incorporate individual client requirements, ensuring personalized investment solutions.

Efficient Portfolio Creation: Effortlessly imply guidelines from an uploaded portfolio, streamlining your portfolio creation process.

Watch our short video to discover how quickly and easily you can build a customized bond portfolio!

Contact us now to see how we can help. Feel free to book a demo here.

In the evolving landscape of investment management, technological innovation and a growing demand for customized financial solutions are reshaping the way we invest. Amidst these changes, bonds have once again emerged as a crucial investment avenue. However, the dynamics of the fixed income market have evolved significantly.

Direct Indexing: Broadening Horizons in Fixed Income

Traditionally confined to equity investments, direct indexing is now venturing into fixed income markets. Yet, given the unique dynamics at play, direct indexing alone may not fully cater to individual investor objectives. To truly optimize fixed income strategies, a more tailored approach is imperative. This is where Custom Direct Investing steps in.

Unlock Personalized Investment Strategies with bondIT

Our innovative Frontier technology automates the creation and optimization of personalized portfolios in real-time, aligning with the investor’s specific objectives and constraints.

Ready to Transform Your Fixed Income Strategy?

As we navigate through changing market dynamics, embracing innovation is crucial. At bondIT, we’re committed to leveraging cutting-edge technology to deliver personalized investment solutions at scale. With our direct indexing capabilities, we merge customization with the stability of fixed income cash flows, offering a truly transformative experience.

Discover the potential of direct indexing and custom direct investing with bondIT today. Download our whitepaper, “Is Direct Indexing Applicable to Bonds?“ to gain insights into the latest market trends and how they’re reshaping the world of fixed income investing.

For a personalized demo of our portfolio management technology, click here to book a slot.