Fixed income

Climate Transition Global Buy and Maintain Strategy

The strategy aims to capture climate transition opportunities across sectors, generating regular income to meet investors’ needs through a buy and maintain management style. While focusing on low turnover, capital preservation and limiting credit migration this strategy aims to decarbonize by 2050.

Competitive advantages

Chart

Yield-enhanced total return solutions

​Consistent and competitive long-term performance, on both an absolute and risk-adjusted basis.

Scale

Benchmark-aware vs. Benchmark-centric

Absolute return orientation and flexibility to focus on less efficient sectors within the market.

Asset

Client partnership model

An extension of each client’s team—a tailored portfolio, not a “product.”

Team

Optimal team structure

The team is functionally organized to extract value from the market.

Adjust

Competitive income and risk controls

Well-underwritten income seeks to drive competitive total return and information ratios.

Documents

Literature Date
Fact Sheet 12/31/2023 Download Download
Contact Us

We look forward to helping you with your investment needs