Services

Yield Book Consulting Services

Custom Solutions for Your Business

The Yield Book Consulting team offers bespoke solutions to your analytics reporting and processing needs. Services range from customized portfolio analyses to risk process design to custom benchmark creation.

Our highly knowledgeable staff combines fixed income expertise with analytics know-how and in-depth understanding of The Yield Book. We strive to provide you with solutions to meet your specific business needs and ensure that you maximize the benefits from using our suite of products.

Our solutions are applicable to a wide customer base from both the sell-side and the buy-side, including Broker/Dealers, Investment Managers, Banks, Central Banks, Insurance Companies, Hedge Funds, Mutual Funds, Pension Funds, and Corporate Treasuries.
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Customer Workshops

We invite you to join us for free training in our workshops offered around the world.

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Your requirement

Our solution
Custom Benchmarks
  • We can create custom benchmarks to match your specific investing requirements.
Scenario analysis/cash flow analysis with user-defined parameters
  • Our flexible scenario analysis and cash flow analysis tools do not limit users to a set of pre-defined (default) analysis parameters. Instead, they enable you to introduce self-defined criteria and adapt the calculations entirely to your business needs.
  • Educating our clients is important to us: we can help you self-tailor your analysis to respond to your defined criteria. Alternatively, we can run the analysis for you.
Outsourcing of analytics and reporting
  • For clients with extensive analytical reporting requirements and resources constraints, our team is happy to both design and run your analysis and provide you with the required reporting.
Efficient process design for portfolio and risk management
  • We can explore with you ways of automating processes and increasing efficiency. All processes will be designed on a case-by-case basis to suit best your requirements.
  • Not only this will help you meet the deadlines of your time-sensitive reporting but it will also allow you to spend less time in data processing and more time in the investment process itself.
Custom reporting in a format that is compatible to other third party applications
  • We can create customized reporting for you in your preferred format, easily editable and exportable to other applications.

We offer our Consulting Services both for one-time and on-going projects

Case Studies

Institution: Public Pension Fund Objective: Create a custom fixed income index to serve as an official benchmark. The benchmark should include custom weightings for sectors Our Solution: The Yield Book Consulting team created a custom index to meet the customer's sector weighting requirements. We also delivered preliminary reports that project index constituents in advance of publication and put processes in place to run both historical and ongoing return calculations for custom market sectors. The custom benchmark is published on a daily basis.
Institution: Investment Manager Objective: Optimize efficiency and minimize costs for calculating overnight analytics on a portfolio consisting of more than 20,000 collateralized securities. Calculations should take place on a daily basis and be delivered within a specific deadline. Our Solution: Yield Book Consulting worked with the customer to optimize processes. By utilizing our servers at less busy times during the day, we took advantage of this excess servers' capacity and managed to minimize calculation time to ensure timely data delivery. The entire calculation process was outsourced to us. In addition, we have designed and implemented custom reports to meet the client's reporting needs.
Institution: Hedge Fund Objective: Allow the fund manager to stress-test his views under different rates, spreads, volatilities, and prepayments scenarios. Results should be delivered in a format that is compatible to their other, third party applications. Our Solution: Using The Yield Book Add-in, the Yield Book Consulting team created tailor-made templates to run "what-if" scenario analysis and customized risk calculations. We created worksheets that seamlessly integrated Yield Book analytics with the client's existing processes.
Institution: Broker/Dealer Objective: Create a bridge between the organization's accounting system and The Yield Book. Trader's Futures and Options positions should be uploaded daily into the Yield Book. Finally, after calculating analytics, the results should automatically be sent to the trader's spreadsheet. Our Solution: The Yield Book Consulting team created synthetic securities and portfolios from the information stored in the customer's account system. By using the Yield Book's Batch-on-Demand functionality, we managed to automate the process to populate analytics directly to the Trading Desk's spreadsheets, integrating them completely to the trader's existing tools.

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