Investment strategies · Investment-Grade Corporates
Investment-grade corporate bonds with a defined portfolio role.
An investment-grade corporate allocation with a defined role within a broader portfolio.
Who it best serves
Clients seeking an investment-grade corporate allocation that plays a defined role within a broader portfolio.
How we manage it
We combine issuer and security analysis with relative-value assessment and a deliberate maturity structure, with a focus on maturities of one to five years. The strategy is maintained through monitoring, reinvestment, and evaluation of opportunities within the mandate’s risk and concentration parameters.
What can be tailored
Maturity range, credit parameters, issuer and sector concentration limits, and liquidity requirements.
Key risks
Interest-rate, credit-spread, default and liquidity risks remain, even for investment-grade securities.
A conversation is the first step
Discuss this strategy’s role in your portfolio.
Tell us about your purpose for this allocation and the requirements it must meet.