Real Return Strategy
The strategy pursues a real rate of return in excess of long-term inflation by primarily investing in inflation-protected debt securities and also having moderate exposure to equities and credit sectors of the bond market.
Competitive advantages
Advanced portfolio construction
The team uses proprietary risk-based portfolio construction techniques that are transparent, diversified, efficient, and robust.
Tactical asset allocation (TAA)
The team is one of the longest-tenured global TAA managers, with a proven track record of adding value for clients since 1980.
Downside risk management
Innovative risk management strategies since 2015 have helped preserve capital while considering cost, consistency, and reactivity.
Laser focused on investor outcomes
The team’s culture is a differentiating strength and includes a rich variety of backgrounds, thinking, and complementary skill sets.