Product Spotlight
Core Conservative Strategy
Benchmark-focused, investment grade bond strategy that seeks an excess return over the Barclays U.S. Aggregate Bond Index or similar benchmark. Strategy has historically generated virtually all of its excess return from bottom-up subsector and security selection, with top-down decisions such as duration, yield curve, and sector positioning tightly constrained to benchmark weightings at all times.
Long Duration Corporate Strategy
Actively managed long duration strategy targeting an excess return over the Barclays U.S. Long Corporate Bond Index or similar benchmark. Strategy has historically generated the majority of its excess return from individual security selection and subsector/industry rotation.
Long Duration Government/Credit Strategy
Actively managed long duration strategy targeting an excess return over the Barclays U.S. Long Government/Credit Index or similar benchmark. Strategy has historically generated its excess return in equal increments of top-down sector allocation and bottom-up subsector and security selection, with an emphasis on the credit and "spread" sectors.
As of September 30, 2016.