Investment Grade Fixed Income Strategies

Investment grade fixed income strategies anchor a well-diversified portfolio.

As a core component of our Multi-Sector Allocation strategies, our team has been investing in investment grade fixed income securities for over 20 years.

Core Fixed Income

Exploring opportunities across sectors, we thoroughly assess relative value expectations among the various segments and individual securities. We base our investment decisions on both qualitative and quantitative factors including yield curve shape, interest rate volatility and total return projections under varying interest rate scenarios. Our process is founded on a collaborative approach, in-depth proprietary research and experience of our specialized portfolio managers and credit analysts.

Investment Grade Corporate Bonds

By using our rigorous investment process, the team relies upon the insights provided by our analysts, who are specialized by sector.  Analysts perform in-depth fundamental research on the companies covered.  Each credit is carefully selected based on credit metrics such as profit margins, revenues, cash flow generation and growth expectations.  The technical backdrop is continuously assessed with a special focus on risk factors at the security and overall portfolio levels.

Mortgages and Asset-Backed Securities

The securities valuation process for mortgages and structured products is based upon a bottom-up, quantitative relative-value approach. We employ a multi-faceted approach based on quantitative modeling and an optimization process that help to identify the most promising securities in the investable universe.  Our experienced portfolio managers and analysts review the technical factors and macroeconomic backdrop to ultimately determine which securities have the potential to maximize expected total return relative to the benchmark.