LSEGWe closed London's marketsRead the story →
← OTA LEADERS

OTA LEADERSHIP INDEX

Stephen Laipply

ARCHETYPE

The Reformer

Changing the system from inside it, principle turned into change.

Stephen Laipply reads as The Reformer because he does not theorise about fixed income, he redesigns access to it. Pioneering iBonds and building laddering frameworks that mirror index logic, he takes an opaque asset class and engineers replicable, scalable entry points for a broader investor base. He works backwards from outcomes and builds precision infrastructure, changing how institutions and individuals participate in bond markets by rebuilding the plumbing rather than lecturing about it.

IN THEIR WORDS, WHY REFORMER

Another approach would be something that we pioneered back in 2010, which is what we call an iBond, which is meant to be sort of like an individual bond exposure that matures in a given year, but it can hold hundreds of bonds within that year.

EXPLAINING IBOND ETF PRODUCT ORIGINS

Working backwards from your financial goals is the best way to build a ladder, and then you can do that across the different asset classes.

ADVICE ON LADDER CONSTRUCTION

Perpetual laddering is kind of like indexing, and I think that's sort of fascinating. If you line them up side by side.

COMPARING LADDERING TO INDEX FUNDS

MASTERS IN BUSINESS

Masters in Business: “At The Money: Building a Bond Ladder with ETFs”

LISTEN AT THE SOURCE ↗
Stephen's full six-dimension Leadership Index profile is held pending their validation. The archetype shown is the OTA analyst-rated read. How we read a leader →

THE RECORD IS CHECKABLE