Simplify your Fixed Income Portfolio Management with bondIT’s IPS Functionality
March 22, 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.