Our Process


Our process begins and ends with collaboration between our Fixed Income Strategy Committee, sector teams and research analysts. We believe that this level of collaboration and our diversified investment approach combine to make our fixed-income process highly adaptable to changing market environments. We are able to bring the tested insights of our talented team to bear on the decisions that can unlock value and drive performance for our clients.

Fixed Income Strategy Committee - This decision-making group brings together experts from all segments of the fixed-income market with research analysts to create balanced and insightful asset allocation decisions and strategic guidance for all of our long-term, taxable fixed-income portfolios.


Sector Teams - Each sector team covers one sector of the fixed-income market. These teams are responsible for presenting sector reviews and recommendations to the Fixed Income Strategy Committee and for implementing these sector strategies.


Research Analysts - Our credit research team and quantitative analysts provide valuable insight to inform asset allocation decisions, to trigger buy and sell decisions, and to monitor risk in our portfolios.