Service Aims to Make Fixed Income Markets More Transparent and Accessible to Retail Investors
BondDesk Group LLC, the leading provider of retail fixed income technology and operator of the largest odd-lot fixed income alternative trading system in the United States, today announced that it is offering its Factsheet™ service free of charge for a limited time to all investors. The offer is designed to raise awareness of the tools that are currently available for making the fixed income markets more transparent and accessible to retail investors.
Previously available only to financial advisors that use BondDesk’s award-winning BondWorks® Wealth Management Platform, BondDesk Factsheets are designed in a user-friendly two-page format to make it easier for advisors to select bonds and communicate the important details of a bond to their clients.
Factsheets provide descriptive information, quantitative data and analyses for more than 1.3 million individual corporate, municipal and agency securities. Each Factsheet consolidates a wide range of pertinent information, including:
- Yield and price sensitivity, including duration
- Credit quality
- Historical evaluated prices
- Cash flows and issue details
- Tax status and de minimis boundaries
“BondDesk was built on a strong commitment to investor protection and market transparency,” said Howard Edelstein, CEO and Chairman, BondDesk Group LLC. “Our Factsheet service fills the need for access to definitive data that clearly explains a bond’s current market value, its sensitivity to changes in interest rates and other conditions that may introduce risk.”