Fixed income

Climate Transition Global Investment Grade Credit Strategy

The strategy aims to capture sector-wide transition opportunities using disciplined security selection and global relative value as primary drivers. Balancing income and competitive yield, this strategy aims to enhance total return while targeting decarbonization by 2050.

Products offered

Separate Account
- Climate Transition Global Investment Grade Credit

Broad and global opportunity set

Global reach allows the team to exploit inefficiencies and unlock relative-value opportunities.

Security selection

The majority of alpha is generated from bottom-up idiosyncratic risk for credit-focused strategies.

Sustainability

ESG and climate are fully integrated in the investment process supported by the team’s proprietary frameworks.

Customization

The experienced team crafts portfolios that are benchmark-aware but not benchmark-driven, tailored to client requirements.

Investment approach

Global macro opportunities and fundamental security selection

Blending quantitative factors with qualitative oversight

The team exploits global inefficiencies over a broad opportunity set: 40 interest rate environments and 30 currencies across developed and emerging markets.

Disciplined security selection

A deep fundamental understanding of sectors, industries, and corporations allows the team to identify, target, and monetize market opportunities.

Sustainability and climate integration

ESG and climate considerations are fully integrated using the team’s suite of proprietary sustainability frameworks.

Portfolio construction and customization

The team is benchmark-aware but not benchmark-driven. Seasoned portfolio managers tailor portfolios to meet clients’ needs.

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Composite performance

Average annual returns

(as of 3/31/2024)

	1M	3M	YTD	1Y	Inception
Composite (Gross)	1.40	0.84	0.84	7.36	-2.70
Composite (Net)	1.38	0.78	0.78	7.07	-2.98
Benchmark	1.26	0.10	0.10	5.89	-2.79

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.

Calendar year

	2023	2022	2021
Fund	9.69	-15.39	-1.11
Benchmark	9.10	-14.11	-0.90

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.

Our team

Meet the investment team

The team’s global bond strategies target outperformance through interest rate and currency positioning. The credit-focused strategies target outperformance via security selection.

View Team