List of LSEG Yield Book Customers
London, EC4M 7LS,
United Kingdom
Since 2010, our global team of researchers has been studying LSEG Yield Book customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased LSEG Yield Book for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using LSEG Yield Book for Portfolio and Investment Performance and Planning include: T. Rowe Price, a United States based Banking and Financial Services organisation with 8084 employees and revenues of $7.09 billion, Columbia Management, a United States based Banking and Financial Services organisation with 2500 employees and revenues of $500.0 million, Orchid Island Capital Inc., a United States based Construction and Real Estate organisation with 10 employees and revenues of $13.0 million and many others.
Contact us if you need a completed and verified list of companies using LSEG Yield Book, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The LSEG Yield Book customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Columbia Management | Banking and Financial Services | 2500 | $500M | United States | London Stock Exchange Group | LSEG Yield Book | Portfolio and Investment Performance and Planning | 2012 | n/a |
In 2012 Columbia Management implemented LSEG Yield Book for Portfolio and Investment Performance and Planning. SEC filings reference YieldBook as an analytic software program used by the investment manager for ongoing fixed-income risk analysis and management in the United States, establishing the application as a valuation and risk analytics platform within the firm’s investment operations. The implementation is described in terms consistent with fixed-income valuation and risk modelling, and module usage is inferred from the disclosure to include YieldBook pricing and risk models, pricing curves, model calibration and scenario analytics to support portfolio valuation and sensitivity analysis. This positions LSEG Yield Book as a core analytic engine supporting investment management and risk control workflows, with outputs that inform valuation and reporting processes for Columbia Funds.
Operational scope in the filing centers on fixed-income desks and portfolio risk teams in the United States, where LSEG Yield Book supplies pricing, scenario analysis and risk metrics used in ongoing management and regulatory disclosure. The SEC citation implies governance around analytic inputs and valuation outputs, indicating formalized controls and documented use within Columbia Funds’ investment process. The filing does not specify integrations with downstream accounting or trade capture systems, therefore specific system-to-system connections are not asserted in this narrative. Columbia Management LSEG Yield Book Portfolio and Investment Performance and Planning reflects an institutional adoption of specialized fixed-income analytics embedded into investment and risk management functions.
|
|
|
Orchid Island Capital Inc. | Construction and Real Estate | 10 | $13M | United States | London Stock Exchange Group | LSEG Yield Book | Portfolio and Investment Performance and Planning | 2025 | n/a |
In 2025, Orchid Island Capital Inc. implemented LSEG Yield Book as part of its Portfolio and Investment Performance and Planning capabilities to generate modeled RMBS valuation and stress analytics for United States exposures. Orchid Island Capital Inc. uses LSEG Yield Book outputs in investor relations communications, with the company explicitly citing modelled rate shock and horizon pricing scenarios produced by the application in its monthly dividend disclosures.
The deployment focuses on valuation and scenario analysis modules within LSEG Yield Book, configured to run rate shock scenarios, horizon pricing scenarios, cash flow projections, and mark to market valuation streams consistent with residential mortgage backed securities workflows. These functional capabilities support standard RMBS analytics such as projected cash flows, prepayment sensitivity, and scenario based pricing used for portfolio reporting and disclosure production.
Operationally the implementation feeds investor relations and portfolio reporting processes, informing monthly dividend communications and internal portfolio reporting cycles. Responsibility for scenario selection and disclosure of Yield Book outputs is retained by the companys reporting and investor relations functions, aligning analytics outputs with published RMBS portfolio disclosures and dividend statements.
The narrative of use is narrowly operational, LSEG Yield Book serves as the analytic engine for RMBS valuation and stress analysis within Orchid Island Capital Inc.s Portfolio and Investment Performance and Planning activities, and its modeled results are explicitly incorporated into public investor relations releases and internal dividend and portfolio reporting workflows.
|
|
|
T. Rowe Price | Banking and Financial Services | 8084 | $7.1B | United States | London Stock Exchange Group | LSEG Yield Book | Portfolio and Investment Performance and Planning | 2020 | n/a |
In 2020, T. Rowe Price implemented LSEG Yield Book as part of its Portfolio and Investment Performance and Planning tooling across fixed income functions. The firm lists CitiFixed Income Indices and YieldBook on its Market Data Disclosures and uses these market data feeds for fixed income valuation, portfolio analytics and performance reporting across investment teams in the United States and globally.
The implementation centers on fixed income analytics and pricing capabilities within LSEG Yield Book, with configuration focused on bond and cash flow valuation engines, curve construction and spread analytics, and portfolio-level attribution and performance measurement. LSEG Yield Book is consumed as a market data and analytics service to produce security level valuations and aggregated analytics for portfolio managers and performance teams, consistent with category functionality for Portfolio and Investment Performance and Planning.
Operationally the deployment is driven by centralized market data feed ingestion, integrating CitiFixed Income Indices and LSEG Yield Book feeds into the firm s valuation and reporting pipelines. Governance is reflected in public market data disclosures which indicate standardized inputs for fixed income valuation across investment teams, and the solution is used to support investment decision making, risk analysis and performance reporting in both US and global investment operations.
|
Buyer Intent: Companies Evaluating LSEG Yield Book
- NYSE, a United States based Banking and Financial Services organization with 1000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||