FolioBeyond delivers transparent investment solutions designed for today’s bond market.
As fixed income specialists, we create strategies that work when traditional bonds fall short—combining income generation, rate protection, and active risk management.
The firm partners with ETF platforms and TAMPs, enabling us to focus on growth and client service while leveraging advanced, data-informed investment tools.
Our ETFs, RISR and FIXP, as well as our Separately Managed Accounts draw on 30 years of fixed income and mortgage market expertise to help investors navigate changing interest rate environments with confidence.
FolioBeyond also applies a rules-based, multi-factor framework across both fixed income and equity — combining factors such as value, momentum, correlation, and volatility to optimize portfolio construction. These strategies are offered through customized portfolios and co-branded indexes.
What we’re made of
Efficient Portfolio Management
Strategies
Our strategies can be deployed quickly, and at scale, to immediately enhance performance, grow your business, increase AUM and manage risk.
Algorithms
Our algorithms can be deployed “out of the box” or can be easily modified to meet your business goals. We can target specific requirements and risk parameters to satisfy your unique portfolio constraints.
Technology
Our technology lets you effectively address investment targets across a full range of Equity and Fixed Income markets, globally.
What makes us stand out
Why FolioBeyond
Institutional-grade Algorithms
Our institutional-quality algorithms leverage robust approaches for portfolio construction, asset allocation, automatic-rebalancing and tax-loss harvesting.
Transparency
There are no biases for “in-house” recommendations or a limited number of investment funds in our selection universe. FolioBeyond works across ETF product sponsors choosing the best funds available in order to achieve our optimized portfolio solutions.
Easy Customization
Modularized algorithms allow for easy modification of the suite of allowable investment components and therefore control for credit exposure, risk and sector constraints.
Low-cost and Tax-efficient
FolioBeyond utilizes ETF products exclusively to benefit from their low average management cost and their tax-efficient construction.
