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.
-
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.
Key risks
Market risk: Security markets are volatile and may decline significantly in response to adverse issuer, regulatory, political, or economic developments with different sectors of the market and different security types reacting differently to such developments.
Debt securities risk: Debt securities are subject to both credit and interest rate risk. Credit risk is the possibility that the issuer or guarantor of a debt security may be unable, or perceived to be unable or unwilling, to pay interest or repay principal when they become due, and credit risk increases as an issuer’s credit quality or financial strength declines. Interest rate risk is the possibility that interest rates will change over time such that when interest rates rise, the value of debt securities tends to fall and the longer the terms of the debt securities held the greater the impact of this risk.
High yield risk: If a strategy invests in high yield securities (commonly known as junk bonds), these securities are considered speculative and have a much greater risk of default or of not returning principal and their values tend to be more volatile than higher-rated securities with similar maturities.
Foreign securities risk: If a strategy invests in the securities of non-U.S. issuers, these investments may be subject to lower liquidity, greater price volatility, and risks related to adverse political, regulatory, market, or economic developments and may be affected by changes in foreign currency exchange rates.
Investors should know that this strategy deployed may be subject to additional investment risks. For important information about the investment manager, please refer to the investment manager’s Form ADV Part 2, which is available upon request.
