Category: Product

Sep 14

Portfolio Intelligence Overview

Learn how YieldX Is transforming the way firms are designing, building and delivering custom portfolios at scale.

Apr 13

Addepar Fact Sheet

It’s no secret that the rapid acceleration of digitization in fixed income trading, data, and investments has propelled yield-driven investing forward. Read more on how advisors are looking for ways to optimize their positions all while benefiting from institutional-grade quant technology and analytics.

Jan 31

Optimizer Bond Product Overview

See how YieldX’s Optimizer deploys proprietary optimization algorithms to identify opportunities within existing fixed income portfolios to improve the portfolio’s overall yield or reduce the portfolio’s volatility.

Jan 22

About YieldX Overview

Learn more about how our Quantitative Research team have developed a comprehensive approach to risk and portfolio optimization as part of our “No Quant” offering. This approach ensures the application settings are aligned with each client’s needs and as part of onboarding, here are some of the trade-offs worth considering.

Jan 21

Optimizer Fund Product Overview

See how YieldX’s Optimizer deploys proprietary optimization algorithms to identify opportunities within existing fixed income portfolios to improve the portfolio’s overall yield or reduce the portfolio’s volatility.

Jan 7

Quant Risk Overview

See how our Quantitative Research team have developed a comprehensive approach to risk and portfolio optimization as part of our “No Quant” offering. We do that work so you don’t have to. We also ensure the application settings are aligned with each client’s needs. As part of onboarding, here are some of the trade-offs worth considering.