BestFit creates portfolios of corporate and municipal bonds tailored to a specific set of investment goals or preferences. Choose your desired maturity timeline, credit quality, sector and ESG preferences, and weighting methodology, then review the suggested portfolio and execute in real time.
The BestFit advantage
Constructing truly personalized bond portfolios typically requires a substantial minimum investment size and can take days to weeks to fulfill, and often do not utilize the full yield/risk spectrum.
BestFit is the first-ever tool on the market that starts with a series of simple questions about investment preferences — such as desired credit quality, maturity, ESG exclusions, etc. — and then creates a personalized liquid portfolio in a matter of seconds, compared to days or weeks for traditional methods.
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