Passive Fixed Income Strategies
The strategies seek to replicate the total return of their respective indexes. They principally invest in a diversified portfolio of fixed income securities designed to replicate the performance and risk characteristics of the index each is managed to. They systematically combine risk models, trading cost projections and other inputs to optimize an investable bond portfolio, targeting a low tracking error to each benchmark.
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Separate Account
- U.S. Passive Treasury Bond
Competitive advantages
The Remi engine
The team’s systematic investment engine, Remi, supports multi-asset, customized, tax-managed solutions and portfolio optimization.
Systematic implementation
A factor-based systematic process provides a robust framework to deliver customized solutions for clients targeting specific outcomes.
Risk management
The team’s independent risk management provides a consistent, unbiased framework for evaluating risks and exposures within a portfolio.
A factor-based, systematic process of predict-decide-learn
The team philosophy is to leverage a continuous and repeatable process of predict-decide-learn to deliver differentiated investment solutions to clients.
