Client Experience

Who We Serve

Stone Harbor has established over the last three decades a distinguished track record in working closely with global institutions in providing investment exposures across the credit spectrum. These experiences provide unique perspective into the needs of a wide range of investor types, consultants and financial intermediaries. We offer customized portfolio solutions as well as standard funds and vehicles to meet client requirements.

Investment Consultants

We have partnered with investment consulting firms globally since the inception of our firm.

We believe Stone Harbor’s highly collaborative approach to working with the consultant community benefits our mutual clients. Our dedicated team of experienced consultant relationship managers proactively engage with both research and client consultant professionals and aim to provide timely information that can help them better assess investment strategies, and ultimately, make well-informed recommendations.

We offer consultants market insight through research pieces, detailed reporting and analytics, as well as access to investment professionals for market updates and client portfolio reviews.

For more information, please contact

GLOBAL

Claudia Marciano

[email protected]

North America

Jacqueline Carr

[email protected]

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Public & Corporate Pension Plans

Stone Harbor has a deep roster of pension plan relationships, spanning 38 countries globally.

We work closely with plan staff, trustees, and consultants in developing tailored investment solutions to meet specific return/risk, duration, credit quality and sustainable investing guidelines, in order to achieve plan policy and objectives.

Additionally, we have decades of experience structuring and implementing global credit strategies across various fund domiciles and regulatory platforms in order to accommodate the specific requirements of pension plans.

Our team of Relationship Managers understand pension plan requirements, from reporting to operational issues, and from educational efforts to portfolio reviews.

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Insurance Companies

The Stone Harbor investment team has been managing insurance assets since 1996.

Our experience with the unique requirements of our insurance partners covers multiple regulatory regimes across North America, Asia, and Europe.

We have developed expertise in managing credit strategies for Life, P&C, Health, Reinsurance, Auto, and Liability portfolios, incorporating highly bespoke guidelines and restrictions.

Insurance solutions can include custom benchmarks, net realized loss/turnover constraints, hold to maturity, total return, short duration, and SCR optimized strategies.

For more information, please contact:

NORTH AMERICA

Mark Weiller

[email protected]

ASIA

Wei Kai Lee

[email protected]

EUROPE

Diane Bruckler

[email protected]

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Endowments and Foundations

Stone Harbor has experience in managing sophisticated credit strategies on behalf of E&F clients, globally.

We understand the challenges endowments and foundations face and aim to provide investment solutions that help clients meet their investment goals. We offer original research literature and market insights to further enhance transparency into our thinking and investment process.

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Family Offices

The demand of high net worth clients require sophisticated solutions.

We also know that having to provide a wide range of services to UHNW clients presents challenges that require innovative structuring, incorporating outcome oriented investment solutions.

To that end, our suite of global fixed income strategies bring access to some of the most complex fixed income markets in the world.

Our customized solutions can help achieve the client’s investment objectives and help diversify portfolios.

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Taft-Hartley Plans

Stone Harbor recognizes the unique needs of multi-employer pension plans.

We have worked with Taft-Hartley plans for decades and know that understanding the regulatory backdrop is a critical component of investment strategy selection and implementation.

We combine this knowledge with our investment expertise to offer solutions to help meet the plan’s return objectives.

Our Relationship Manager team brings experience and plan knowledge to all of our Taft-Hartley plan clients and strive to maintain an open line of communication and knowledge share through timely insights on global credit markets.

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Sovereign Investors

We understand that sovereign investors have a promise to the citizens and economy of an entire nation.

Over the past several decades, we have worked closely with a number of governments and their investment leaders to help manage investment strategies under specified guidelines and restrictions.

The sovereign wealth fund’s return objectives, risk tolerances, liability matches, allocation mix, and liquidity concerns, are some key inputs into customizing an investment solution.

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Financial Intermediaries

We bring institutional level solutions and global credit expertise to a full range of financial intermediaries.

Many of our investment strategies are accessible through our institutional share class mutual funds or other collective investment vehicles.

For an asset manager seeking a sub-advisor with individualized skills and regulatory experience, we can point to our long history of successful partnerships.

We are committed to working with financial intermediaries and providing a best-in-class client experience.

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