Investment capabilities

With extensive credit experience, deep market intelligence, and a disciplined approach focused on asset allocation, industry rotation, security selection and tightly controlled duration and yield curve positioning, our active fixed income team has produced returns relative to clients’ specified benchmarks in both good and bad markets. In addition, our credit analysts incorporate ESG considerations into their fundamental analysis. excess returns relative to clients’ specified benchmarks in both good and bad

We are focused on designing and delivering customized Liability Driven Investing (LDI) solutions for our clients by acting as objectives-based investors. We seek to minimize funded status volatility and shape funded status outcomes. We focus on partnering with plan sponsors and their advisors to understand strategic plan objectives and constraints, which allow us to design and construct LDI solutions tailored to each client’s specific situation.

Our professionals are adept at tackling complex portfolio challenges and delivering prudent solutions. Our strategies can be delivered in custom, separately-managed accounts, as well as traditional fund structures, to provide scale as necessary. We focus on careful risk management, capital efficiency, liquidity and cost reduction in each mandate, regardless of structure.

We use our DB-thinking to create DC solutions by applying LDI/pension de-risking strategic thinking and approaches to DC plans. By applying a de-risking approach to retirement segments, we can provide the DC industry with institutional thinking that helps plan sponsors keep their participants’ retirement wealth funded while decumulating.