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Articles tagged "YieldX"


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Adam Green needed only one year to catapult his 2020-launched product to the big leagues.

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

Steve Gross: You can do a much much better job than just putting a core ETF into your [clients'] portfolio and paying 30- or 40-basis-points for that ... it's a little bit lazy.

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.

November 1, 2020 at 10:02 PM

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