Core Impact Bond
|Provides access to
U.S. fixed income
A broad range of investment-grade fixed income securities denominated in USD.
Bloomberg U.S. Aggregate Index
An actively managed, core bond strategy that invests across the investment grade, U.S. dollar fixed income market in securities that demonstrate environmental, social and governance (ESG) leadership and/or direct and measurable environmental and social impact.
- Pursues excess return: Seeks to consistently outperform the broad bond market on both an excess and risk adjusted return basis
- Invests for impact in public markets: Strives to maximize environmental and social impact by funding projects and initiatives through public fixed income markets
Our track record demonstrates that investors can direct capital to specific, measurable social and environmental outcomes.
Our investment approach
Core bond allocation
Environmental and social impact
Portfolio management team
Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.
ESG integration is the consideration of financially material ESG factors in support of portfolio management for actively managed strategies. Financial materiality of ESG factors varies by asset class and investment strategy. Applicability of ESG factors may differ across investment strategies. ESG factors are among many factors considered in evaluating an investment decision, and unless otherwise stated in the relevant offering memorandum or prospectus, do not alter the investment guidelines, strategy or objectives.
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