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Fidelity launches Bond Beacon digital fixed income trading solution


Fidelity Institutional has launched Fidelity Bond Beacon, a, fully digital fixed income trading solution that helps advisers manage all aspects of individual fixed income investing for their clients. The solution brings together a range of features that advisors seek in building and managing fixed income portfolios. 

Bond Beacon is designed to help guide better outcomes by supporting intermediary bond trading and bond management from start to finish. It
features advanced portfolio management capabilities and tools to support firms’ execution quality management, and offers institutional grade liquidity delivered by Fidelity Capital Markets’ open architecture brokerage technology, which gives advisors greater access to the broad fixed income market.

It also allows Fidelity to continuously increase the tradeable universe available, strengthens price efficiency and enables advisors to act on changes in market structure, and is integrated with Wealthscape, Fidelity’s advisor technology platform.

“For years, the industry has been working toward digitising [sic} fixed income investing, and we believe Bond Beacon takes a leap forward in delivering that to our customers, offering an unmatched experience,” says Renzo Iturrino, head of fixed income product solutions for Fidelity Institutional’s Capital Markets group. “The three primary benefits to advisors are that it brings together all of their fixed income needs in one simple platform, it gives them access to a much broader range of offerings than before, and it offers competitive prices through greater depth, which we’re able to achieve as the only major clearing and custody firm with an in-house institutional fixed income trading capability for advisors. That allows us to consistently deliver value back to our customers.”

In addition to offering access to a broad and evolving trade universe, Bond Beacon helps advisors work more efficiently by enabling them to navigate the full fixed income experience (including pre-trade, at-trade and post-trade activity) alongside other Wealthscape activity. Advisers can manage their existing holdings or portfolios as well as construct new ones, analyse and interact with the market from multiple launch points, and manage order flow all in one place through an easy-to-use interface. 

Following a pilot, Bond Beacon is beginning to roll out this month to Fidelity Institutional clients. Early adopters reported that they value the liquidity available in the solution, the integration of holdings views with execution workflows, the platform’s portfolio construction capabilities, and Bond Beacon’s simple and intuitive interface.

“Bond Beacon helps our team work much more efficiently because we’re able to quickly access the broad market and get the latest details on a wide range of fixed income offerings, and then use that knowledge to take action right within the platform,” says Alan Rosenfield, chief investment officer for Harmony Asset Management. “The depth of liquidity and easy navigation make it simple to find the information we need and to compare offerings, and having everything in one place streamlines the whole trading process.”

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