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FIXED INCOME

We aim to generate consistent outperformance by systematically applying investment themes across securities. We believe that a multi-factor

investment approach, harnessing underlying drivers of performance, will generate excess returns that are uncorrelated to other asset classes as well as traditional fixed income managers.

EMERGING MARKETS HARD CURRENCY

Seeks excess returns through country, maturity, and currency selection across hard currency and local currency markets. While the strategy includes local currency investments, it takes no beta to local currency debt, engages in no overall duration or spread timing, and targets a beta of one to its hard currency benchmark.

GLOBAL AGGREGATE

Seeks excess returns through country, maturity, credit, and currency selection. The strategy targets the credit and duration profile of the benchmark and so does not seek to engage in duration timing or sector selection.

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TYPES OF FIXED INCOME FUNDS

There are a number of different types of income-producing funds, each with its own characteristics and level of risk.

GOV
GOVERNMENT

These funds typically invest in bonds issued by sovereign governments and government agencies authorized to issue debt, such as Fannie Mae and Freddie Mac, and international agencies, such as the World Bank and International Monetary Fund.

MB
MUNICIPAL BONDS

Municipal bonds are issued by state and local governments in the U.S. in addition to other public authorities, such as school districts. Generally speaking, interest on municipal bonds is exempt from federal income taxes. In some states, interest on bonds issued by that state and the municipalities within it are also exempt from that state’s income taxes.

CC
CORPORATE CREDIT

These funds typically invest in bonds, preferred stocks, and other types of fixed-income instruments representing debt issued by private corporations. Corporate bonds tend to be more risky than bonds issued by governments and carry various credit risks depending on the individual issuer. As a result, however, they may offer potentially higher income opportunities.

MS
MULTI-SECTOR

These funds typically invest in a variety of fixed-income instruments, including a mix of government and corporate bonds. This provides investors with an additional level of diversification across both credit risk and price.

BL
BANK LOANS

These represent participation in loans to private corporations underwritten by commercial banks, including first lien, second lien, and collateralized loan obligations. Bank loans tend to be more risky than corporate bonds but, as a result, can potentially offer higher interest rates.

USD
CURRENCIES

These funds typically invest in money market instruments and forward currency contracts denominated in the currencies of foreign countries. In addition to carrying credit risk, these funds carry currency fluctuation risk.

MS
MULTI-SECTOR

These funds typically invest in a variety of fixed-income instruments, including a mix of government and corporate bonds. This provides investors with an additional level of diversification across both credit risk and price.

Manage Risk and Hedge against Loss with Fixed Products

Fixed income investments offer long-term stability while generating higher returns than a traditional savings account. This makes them ideal for retirement accounts, short-term savings and as a diversification tool in any portfolio.

Why Fixed Products?

Fixed income investment products are an important part of many portfolios. Their opportunities for use are diverse and can help investors by:

  • Acting as a hedge against market volatility and downside risk. Creating a low-risk safe haven for those investors with a low tolerance for risk.
  • Providing a method of portfolio diversification.
  • Allowing for a guaranteed return for short-term savings.
  • Delivering a means to preserve retirement assets once an investor reaches retirement age.
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