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

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.

Composite performance

Average annual returns

Average annual returns

(as of 9/30/2024)
1/1/2021
1M
3M
YTD
1Y
3Y
Inception
Composite (Gross)
0.92
3.07
4.91
8.80
1.42
1.22
Composite (Net)
0.90
3.01
4.72
8.54
1.13
0.93
Benchmark
1.03
3.37
5.10
9.29
1.27
1.12

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

Calendar year

2023
2022
2021
Composite
6.19
-6.49
-0.44
Benchmark
6.47
-6.63
-0.19

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

To deliver strong performance for clients, the teams maintain an intense focus on finding high-quality, well-underwritten bonds with a competitive income advantage.

Key risks

Market risk: Security markets are volatile and may decline significantly in response to adverse issuer, regulatory, political, or economic developments with different sectors of the market and different security types reacting differently to such developments.

Debt securities risk: Debt securities are subject to both credit and interest rate risk. Credit risk is the possibility that the issuer or guarantor of a debt security may be unable, or perceived to be unable or unwilling, to pay interest or repay principal when they become due, and credit risk increases as an issuer’s credit quality or financial strength declines. Interest rate risk is the possibility that interest rates will change over time such that when interest rates rise, the value of debt securities tends to fall and the longer the terms of the debt securities held the greater the impact of this risk.

High yield risk: If a strategy invests in high yield securities (commonly known as junk bonds), these securities are considered speculative and have a much greater risk of default or of not returning principal and their values tend to be more volatile than higher-rated securities with similar maturities.

Foreign securities risk: If a strategy invests in the securities of non-U.S. issuers, these investments may be subject to lower liquidity, greater price volatility, and risks related to adverse political, regulatory, market, or economic developments and may be affected by changes in foreign currency exchange rates.

Investors should know that this strategy deployed may be subject to additional investment risks. For important information about the investment manager, please refer to Form ADV Part 2.

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We look forward to helping you with your investment needs