Designed as the foundation of a portfolio's fixed income allocation, with risk tailored to the client's guidelines, these strategies aim to outperform the appropriate index over the course of a market cycle. We actively pursue multiple sources of excess return from sectors including corporate bonds, mortgage/asset-backed securities, Treasuries/TIPS, international debt, and in the case of 'Plus' portfolios, high yield and emerging markets debt as well.
|U.S. Core||Actively managed strategy with broad exposure to investment grade bonds across sectors and maturities.
Offerings: 1-3 Yr Gov't/Credit, 1-5 Yr Gov't/Credit, Intermediate and Long Duration Gov't/Credit
|U.S. Core Plus||Expands on the US Core strategy with added diversification and income from high yield bonds and emerging market debt.
Offerings: Intermediate and Long Duration
*Flexible to meet client guidelines and objectives.