Fixed income

U.S. Taxable (3-month to 1–5 years) Strategy

The strategy seeks to preserve principal and provide liquidity while offering consistent, competitive risk-adjusted returns with low volatility. The team employs disciplined active management that emphasizes robust credit research and risk management.

Products offered

Separate Account
- U.S. Taxable 3 Month
- U.S. Taxable 6 Month
- U.S. Taxable 1 Year
- U.S. Taxable 1-3 Year
- U.S. Taxable 1-5 Year

Deep, experienced resources

The Short Duration team is composed of deep, experienced resources, including portfolio managers, credit research, risk management, and client advisors.

Multi-sector approach

Bottom-up portfolio construction and sector allocation allow for risk to be actively managed to maximize return.

Extension of your staff

Consultative client partnerships create portfolios that are customized to client guidelines, risk tolerances, and liquidity consideration.

Investment approach

Disciplined investment approach emphasizes credit research and risk management

The team provides a disciplined approach for custom portfolio solutions.

The team’s actively managed approach adds value and enhances portfolio returns. This process emphasizes yield sectors, including credit, ABS, and MBS.

Credit research that spans across the full investment-grade spectrum.

A proprietary credit analysis helps mitigate risks and identify opportunities. The team integrates material ESG risks in considering investments.

Risk management and continuous monitoring

The team uses systems for guideline compliance, trading, and risk analytics. They evaluate diversification of sectors, issuers, and other correlated risks.

1 of 3

Our team

Meet the investment team

The dedicated portfolio management team has proven performance experience navigating economic cycles and across client types, risk tolerance, and tax implications.

View Team