Book a Demo
Solutions

In-Sourcing Fixed Income for Asset Owners

For asset owners, in-sourcing investment management can lead to substantial cost savings and greater control over their investment strategies. By bringing capabilities in-house, asset owners can better align their interests and outcomes, ensuring that their investment strategies directly reflect their goals and priorities. However, this transition often requires significant upfront investment and poses challenges related to scale, resources, and expertise.

Overcoming In-Sourcing Challenges

While the benefits of in-sourcing are clear, the path to achieving it is often fraught with obstacles. Asset owners must invest in the right tools and technologies to build robust internal capabilities without overextending their resources. This is where bondIT comes in, offering solutions that streamline the transition to in-sourcing and enhance investment management capabilities.

Our uniquely scalable technology enables asset owners to power up their internal asset management capabilities by automating their credit research and portfolio management.

bondIT: Automating and Enhancing Asset Management

bondIT gives asset owners two products that cover the work an in-house team has to absorb. Frontier handles portfolio construction, rebalancing, analytics and optimization under configurable constraints. Scorable handles credit surveillance across roughly 3,000 rated corporate and financial issuers. Both deploy API-first alongside existing systems, so in-sourcing does not start with a platform build.

  • Automated Credit Research: Scorable analyses 250+ variables daily across roughly 3,000 rated corporate and financial issuers, processing 350 GB of data per day, and forecasts rating transition probabilities over a 12-month horizon.
  • Portfolio management in-house: generate and rebalance portfolios in minutes under yield, duration, rating and cash flow constraints, with custom bond ladders for defined cash flow schedules and portfolio aggregation across the whole book.
  • Scalability: model management and batch rebalancing apply one constraint set across many accounts at once, with post-trade allocation afterwards.

 

Transparent Risk Management with Explainable AI

Effective risk management is essential for asset owners to maintain the quality of their investments and meet regulatory standards. bondIT’s explainable AI technology offers independent, transparent monitoring of credit exposures, enabling clients to anticipate and respond to changes in credit risk proactively.

  • Transparent Monitoring: every Scorable score exposes its drivers, so an investment committee can see why a risk assessment moved. Scorable runs as an independent lens alongside internal credit models rather than replacing them.
  • • Earlier warning: Scorable anticipated 90.2% of downgrades versus 79% indicated by rating agency outlooks, and 78.2% of upgrades versus 54.7%. The Alerts Engine delivers daily updates on the criteria you define.
    bondIT is data-agnostic, API-first and SOC 2 certified. More than 165 institutions worldwide run on the platform, with over $1 trillion in client assets.

 

With bondIT, asset owners can transform their in-sourcing strategies, achieving greater control, cost savings, and enhanced investment outcomes. Our technology empowers you to build robust internal capabilities, ensuring your investment strategy is aligned with your goals and ready for future challenges.

Find Out More