Climate Transition Global Buy and Maintain Strategy
The strategy aims to capture climate transition opportunities across sectors, generating regular income to meet investors’ needs through a buy and maintain management style. While focusing on low turnover, capital preservation and limiting credit migration this strategy aims to decarbonize by 2050.
Competitive advantages
Yield-enhanced total return solutions
Consistent and competitive long-term performance, on both an absolute and risk-adjusted basis.
Benchmark-aware vs. Benchmark-centric
Absolute return orientation and flexibility to focus on less efficient sectors within the market.
Client partnership model
An extension of each client’s team—a tailored portfolio, not a “product.”
Optimal team structure
The team is functionally organized to extract value from the market.
Competitive income and risk controls
Well-underwritten income seeks to drive competitive total return and information ratios.
Focus on yield advantage and security selection
To deliver strong performance for clients, the teams maintain an intense focus on finding high-quality, well-underwritten bonds with a competitive income advantage.
