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Core Impact Bond
At-a-glance
| Provides access to |
U.S. fixed income
|
| Investable universe |
A broad range of investment-grade fixed income securities denominated in USD.
|
| Benchmark |
Bloomberg U.S. Aggregate Index
|
| Impact themes |
|
Overview
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.
Strategy highlights
- 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
Actively managed, high-quality bond portfolio
pursues excess returns and improved risk-adjusted results versus a traditional
broad-market benchmark
Environmental and social impact
Prioritizes bonds that make direct and measurable impact across multiple
sustainable and socioeconomic themes without compromising return potential
ESG leadership
ESG quality is assessed within each sector and industry,
enabling the identification of best-in-class leaders across key bond market segments required to build a diversified portfolio and manage risk
Portfolio management team
Related articles
Webinar - Impact Bonds: What's Next?
Green, social and sustainable bonds have experienced stronger and more resilient growth than broad fixed income markets in recent years.
Laura Cooper
,
Jessica Zarzycki
,
Stephen M. Liberatore
| 11 Apr 2025
Responsible investing
Impact investing
Responsible investing
Impact report
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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