Articles tagged "YieldX"
Envestnet leads $18.5-million 'A' raise to shore up the '40' in the $5-trillion -plus of 60/40 portfolios it adminsters for 108,000 advisors
The giant Chicago outsourcer buys a bigger stake in YieldX and jacks up its prospect list with its own, as safety and yield become a priority in environment where a blue chip, 30-year gets 1.87%.
December 7, 2021 at 1:59 AM
RIAs are mad for fixed-income ETFs but a start-up's backers bet $10 million it can get them to pay $10,000 (per seat!) to go back in-house
Other attempts to virtually combine bond inventories were lackluster but YieldX says it's mining a rich new vein of data that bond ETF makers -- Vanguard, BlackRock, PIMCO etc. -- lay bare.