YieldX Resource Center

Stay up-to-date with YieldX’s most valuable content resources–including best practices, market commentary, blog content, webinars, and more.

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Jan 2

BestFit Overview

The BestFit workflow guides users through an intuitive, step-by-step process to create personalized bond portfolios, replacing what used to take days or weeks, into seconds.

Dec 14

Asset Explorer Overview

Learn how AssetExplorer can be used to search millions of fixed income securities in real time to build a fully customized portfolio and offer the best outcomes for your clients.

Dec 2

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.

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.

Mar 17

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.

Mar 11

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.

Mar 11

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,…

Mar 10

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…

Feb 24

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.

Feb 17

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…

Feb 4

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.

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 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 12

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.

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.

Jan 4

Whitepaper: Reflate Savings to Combat Inflation

Download our whitepaper to learn how YieldX’s Income Portfolio as a Service® (“InPaaS”) tool is designed to help investors reduce the risks and offset costs of living in today’s inflationary environment.

Dec 12

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.