Global Fixed Income

The Active Bond strategy is a U.S. core fixed income strategy that utilizes multiple distinct potential alpha sources. It invests in dollar-denominated, investment grade securities. Our process integrates signals from our proprietary term structure valuation, sector allocation, credit, and options alpha models. This strategy is benchmarked to the Barclays Capital U.S. Aggregate Index.

The Active Core Plus strategy employs the same investment methodology as our Active Bond strategy for the core component. Additionally, it incorporates both our global bond and currency signals. This strategy is benchmarked to the Barclays Capital U.S. Aggregate Index.

Our Convertible Bond strategy seeks to construct a diversified portfolio of U.S. convertible bonds and maximize total return while achieving a high level of income. We seek to identify the best investment opportunities with our proprietary convertible bond model and fundamental credit analysis.

The Global/International Bond strategy seeks alpha in the developed global bond and currency markets. This strategy is designed to outperform the unhedged J.P. Morgan World Government Bond Index ex-U.S.

Our fixed income indexing strategies are designed to track the major fixed income sectors. Our indexing approach seeks to duplicate each index’s fundamental characteristics and performance, using a disciplined and structured process.

U.S. Aggregate Index
U.S. Government/Credit Index
U.S. Securitized Index
U.S. Long Government/Credit Index
U.S. Long Credit Index
U.S. Long Government Index
U.S. Intermediate Credit Index
U.S. Intermediate Government Index
U.S. Long Treasury Index
U.S. Treasury Inflation Protected Securities Index

World Government Bond Index (WGBI)

Strategies are available with and, in many cases, without securities lending.