U.S. Taxable (3-month to 1–5 years) Strategy
The strategy seeks to preserve principal and provide liquidity while offering consistent, competitive risk-adjusted returns with low volatility. The team employs disciplined active management that emphasizes robust credit research and risk management.
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Separate Account
- U.S. Taxable 3 Month
- U.S. Taxable 6 Month
- U.S. Taxable 1 Year
- U.S. Taxable 1-3 Year
- U.S. Taxable 1-5 Year
Competitive advantages
Deep, experienced resources
The Short Duration team is composed of deep, experienced resources, including portfolio managers, credit research, risk management, and client advisors.
Multi-sector approach
Bottom-up portfolio construction and sector allocation allow for risk to be actively managed to maximize return.
Extension of your staff
Consultative client partnerships create portfolios that are customized to client guidelines, risk tolerances, and liquidity consideration.
Disciplined investment approach emphasizes credit research and risk management
The dedicated portfolio management team has proven performance experience navigating economic cycles and across client types, risk tolerance, and tax implications.