Fixed income

Climate Transition Global Short Duration Investment Grade Credit Strategy

The strategy aims to capture sector-wide transition opportunities from the global short duration investment grade credit universe, 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

Competitive advantages

Globe

Broad and global opportunity set

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

Point One

Security selection

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

Sustainable

Sustainability

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

Adjust

Customization

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

Composite performance

Average annual returns Add Minus

Average annual returns

(as of 12/31/2023)
1M
3M
YTD
1Y
3Y
Inception
Fund
2.43
8.33
12.53
12.53
-2.67
-2.67
Benchmark
2.59
8.67
12.83
12.83
-2.56
-2.56

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 Add Minus

Calendar year

2023
2022
2021
Fund
12.53
-16.95
-1.35
Benchmark
12.83
-17.08
-1.10

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.

Contact Us

We look forward to helping you with your investment needs