BondWave QMarks: Q2 2023 Dashboards
7/26/2023 TabbFORUM
Developed to help bond market participants better understand trading trends in the fixed income markets, BondWave’s Data Lab has released its QMarks dashboards for the second quarter of 2023. open website
BondWave introduces new feature for tailoring portfolios
7/21/2023 The Bond Buyer
BondWave LLC's portfolio analytics suite, Effi, has introduced a new feature, Rules, where users can filter attributes of bonds in their portfolios. Michael Ruvo, BondWave's CEO, described Rules as an "overlay" to each portfolio, where users can apply criteria including 20 different portfolio constraints and almost 20 different objectives. Through Rules, users can filter for single attributes, like callability, or combine attributes to create "strategies," such as "short, conservative, tax-exempt." Effi will automatically apply those rules to portfolios, helping users comply with Reg-BI and create investment strategies, a press release from the company said. open website
Emerging Technologies This Week: DSB, Deutsche Bank, McKay Brothers, and more
7/21/2023 Waters Technology
BondWave launches new portfolio management tool. BondWave, a financial technology firm and affiliate of First Trust Portfolios, has launched a new feature... open website
BondWave Enhances Effi Platform with the Launch of Rules
7/19/2023 TabbFORUM
BondWave, an affiliate of First Trust Portfolios L.P. and a leading financial technology firm focused on fixed income solutions, announced today the launch of Rules, a customizable and scalable new feature within the Effi® Portfolio Analytics suite that enables users to define specific criteria for bond portfolios, such as duration, credit rating, and sector allocation. open website
