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YieldX Resource Center
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YieldX Offers New Integration with Schwab, Deeper Integration With Envestnet
We continually look to expand our list of best-in-class integration partners, so your work is connected and robust. Our latest integrations with Schwab and Envestnet are designed to help you reduce manual workflows and access comprehensive portfolio insights in real time.
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.
The Case for High Yield Allocations Whitepaper
Over the past two months, high yield spreads have widened in sympathy with volatile equity markets. And while it’s never wise to catch a falling knife, the dollar cost averaging into high yield portfolios is attractive, warranting a closer look from investors. Check out our latest whitepaper where we make the case for high yield allocations.
Investment Grade vs High Yield Credit Spreads
The recent widening in investment grade (IG) credit spreads both outright and relative to high yield is meaningful. Given inflation readings at ~7.5% and the Federal Reserve is on the cusp of a rate hike cycle, buying longer dated fixed income might not be an obvious new position exposure. Read more from our Chief Investment Officer, Stewart Russell.
The Electronic Credit Trading Revolution Isn’t Just for Wall Street
As the narrative around the electronic trading revolution in fixed income gathers speed, it’s fair to assume plenty of non-institutional clients are wondering why it really matters to them. Fixed Income markets have long since felt like a closed group for institutional investors, since nearly all technology advances and considerations have been focused on the biggest brokers and fund managers. While that has been true,…
Gaining Exposure to the Yield Curve with Less Risk and More Reward Whitepaper
There are numerous ways to gain exposure to the short end of the US fixed income market. At YieldX, our tools allow investors to construct portfolios that can have more yield and less risk than other short duration alternatives. In this whitepaper, let’s look at what’s behind the curtain and see how an optimized portfolio of single securities or one of funds can provide investors…
Whitepaper: Fight Inflation Without Extending Duration
The rapid acceleration of digitization in fixed income trading, data and investments has propelled yield-driven investing forward, making portfolio insights and personalization must-have capabilities in today’s financial services landscape. Download our whitepaper to learn how YieldX’s range of potential solutions may help you and your firm navigate the current environment.
Furthering the Fixed Income Revolution: FAQs
Recently, we hosted a webinar exploring the rapid digitization of fixed income trading, data and investments to help advisors understand how they can leverage YieldX technology to build more personalized portfolios at scale. Ben Hurn, SVP of Channel Business Development, and Tom Bradley, Managing Director and Head of Fixed Income, walked through a demo of the YieldX platform and highlighted a number of use cases…
Webinar: Surviving in Times of Inflation
Listen in on our webinar which covers the current high inflationary environment that is creating urgency for investors to put cash reserves to work–which traditionally means investing in bank accounts, money market funds and other short-term, low-yield investments. See how YieldX has created proprietary financial technology that allows users to create optimized portfolios that target yield or income level while minimizing risk and expenses.
Webinar: Furthering the Fixed Income Revolution
Watch our webinar to see how YieldX’s technology and investment management solutions eliminate those barriers by empowering financial services firms of all types and sizes to expand their fixed income product offerings, broaden their customer base, drive revenue and improve investor outcomes.
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.
Whitepaper: The World of “No Quant” Investing
See how by layering a comprehensive, modular quant-engine on the backend, YieldX offers a revolutionary “no quant” portfolio construction and optimization experience empowering all users, regardless of experience level, to maximize their outcomes, run complex scenario analyses with a single click and personalize their portfolios quickly and efficiently.