Core Fixed Income Active Strategy

Overview

The Core Fixed Income Active Strategy is designed to provide the benefits of active management (sector rotation, duration, yield curve exposure) in a low cost manner through the optimal mix of ETFs. The strategy employs an active management process with the objective to provide a total return in excess of the Bloomberg Barclays Aggregate Index.

Investment Philosophy

Our philosophy is to provide a consistent, repeatable process that offers an actively managed fixed income strategy. Our team employs the same rigorous process used in managing our institutional fixed income client portfolios. The strategy seeks to manage risk through sector allocation, duration, and yield curve exposure.

Portfolio Management

Paula Horn

Chief Investment Officer,
Senior Portfolio Manager

Richard Scargill

Director of Fixed Income Strategies, Senior Portfolio Manager

Key Investment Personnel

William O’Connor, CFA

Senior Portfolio Manager

Eric Zenner, CFA

Senior Portfolio Manager

Kevin Conrath

Portfolio Manager

Dan Kralovec

Associate Portfolio Manager

Derek Grifka

Associate Credit Analyst
Snapshot

Benchmark: Bloomberg Barclays Aggregate
Inception Date: January 1, 2018
Investment Team: Fixed Income Group

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