How do portfolio managers automate fixed income workflows?

bondIT generates and rebalances portfolios against configurable optimization objectives and individually configurable bond-level constraints, replacing manual screening and spreadsheet work. Compound constraints, mixed-integer solutions, non-convex objectives and a quadratic approach let discrete rules and continuous targets be solved together in one optimization.

What is portfolio rebalancing automation?

Portfolio rebalancing automation regenerates holdings against current objectives and constraints instead of adjusting positions by hand. bondIT rebalances individual portfolios or batches of similar accounts simultaneously, applying the same constraint set across all of them, which is what makes managing many mandates practical.

Can bondIT handle complex portfolio constraints?

Yes. bondIT supports compound constraints and individually configurable portfolio objectives and bond-level constraints. Its optimizer handles mixed-integer solutions and non-convex objectives, which is necessary when a mandate combines discrete rules such as issuer caps and minimum lot sizes with continuous targets like duration and yield.

How does bondIT connect to market liquidity?

bondIT is liquidity connected, bringing live liquidity and pricing into portfolio construction so recommendations reflect what is actually tradeable. Through Embedded, that extends to click-to-trade execution and bid-wanted, connecting market liquidity to actual holdings, workflows and constraints.

Does bondIT support ESG mandates?

Yes. bondIT's data-agnostic and highly flexible technology utilises the widest range of ESG data offered by the market, and ESG objectives are expressed as portfolio constraints alongside yield, duration and credit quality rather than applied as a separate screen.

AI Technology for Investment Portfolio Managers

Are you still relying on manual processes and spreadsheets to manage your investments? In today’s financial landscape, consistently outperforming the market is more challenging than ever. To remain competitive and optimize performance, automating workflows is no longer optional—it’s essential.

The Importance of Automation in Modern Investing

Manual investment processes are time-consuming and prone to error, limiting your ability to respond swiftly to market changes. As the financial markets evolve, so too must your investment strategies. Automation is key to improving productivity, reducing costs, and enhancing performance.

bondIT has developed AI technology to transform investment processes by providing cost effective research and bond portfolio construction in minutes.

bondIT: Revolutionizing Investment Processes

bondIT Frontier builds and rebalances bond portfolios in minutes rather than hours or days, under configurable objectives and bond-level constraints. Scorable adds forward-looking credit signals across roughly 3,000 rated corporate and financial issuers. Together they cover research, construction, rebalancing and surveillance in one workflow.

Explainable AI (XAI): every Scorable score exposes its drivers, and the solve-anyway function shows which constraints were relaxed to reach a portfolio. Nothing is a black box.
Rapid Portfolio Construction and rebalancing: compound constraints and mixed-integer solutions, switch trades and block trades, custom bond ladders, direct indexing, and tax-lot harvesting with independent short-term and long-term controls.
AI-assisted: Search with AI turns a plain-language request into applied bond filters, Populate with AI turns a mandate into portfolio construction fields, and Portfolio Summary with AI writes plain-language descriptions of yield, risk, duration and exposure.

Turning Data into a Competitive Advantage

Legacy systems often struggle to harness the vast amounts of available data effectively. bondIT changes this by enabling asset and portfolio managers to process data quickly and systematically, transforming data into actionable insights that drive market outperformance and deliver optimal outcomes for clients.

Data-Driven Insights: Leverage advanced analytics to gain a competitive edge, helping you make informed investment decisions.
Systematic Data Processing: Quickly process large volumes of data to uncover trends and opportunities that may be overlooked by traditional methods.

Benefits of Automating Investment Processes

By automating critical parts of the investment process, bondIT significantly reduces the potential for human error and cuts manual labor costs and time. Our platform allows asset and wealth managers to scale operations across tens of thousands of accounts without the need for additional resources, setting it apart from other solutions.

Reduced Errors: Minimize the risk of human error by automating repetitive tasks and complex calculations.
Scalability: batch rebalancing applies one constraint set across many similar accounts at once, with post-trade allocation distributing executed trades afterwards, and portfolio aggregation reporting across the whole book.
Increased Productivity: Free up valuable time and resources to focus on strategic growth and client engagement.

bondIT is data-agnostic, API-first and SOC 2 certified, connecting to your existing data, internal models, portfolio management systems and downstream OMS and execution venues. More than 165 institutions worldwide run on the platform, with over $1 trillion in client assets.

How is bondIT different from a trading venue?

Trading venues provide liquidity and execution. bondIT connects that market liquidity to your actual portfolio holdings, workflows and constraints, delivering trade ideas, research, search and selection, portfolio solutions, switch trades, block trades, ladders, SMA and model management, AI credit risk and direct indexing. Execution is one step in the workflow rather than the product.

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Case Study

bondIT & Sarson Strover

“Frontier allows us to define the opportunity, the objectives and the constraints, then it creates a relevant portfolio in seconds. That allows us to manage our funds and help our clients in ways we couldn’t envisage before.”

Ed Strover

Partner of Sarson Strover

Sarson Strover is a London-based hedge fund manager with decades of experience in fixed income. Looking for next-generation portfolio management technology, they turned to bondIT.

Sarson Strover used bondIT’s Frontier to construct portfolios based on unique mandates that targeted a multitude of optimization dimensions, including maximize yield, spread per unit of default risk, minimize probability of default per given tenor and minimize standard deviation.

Each portfolio was built leveraging Sarson Strover’s IP and unique bond level constraints, all in a configuration that was customizable to their desired specifications. The result was alpha generation in seconds, and rebalancing following the same architecture and responding to market movements in real time.

Sarson Strover is thrilled to be using bondIT to enhance their portfolio management process, increase portfolio performance, and help the firm become a leader in the intensely competitive global hedge fund landscape.

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Automating Fixed Income for Asset & Portfolio Managers