The philosophy
The strategy uses a disciplined, robust and active investment process based on a top-down and bottom-up approach. Portfolio construction is driven by fundamentals, with financial and nonfinancial assessments.
Additional carry
with low modified duration
Strong resilience
in case of interest rates or spread volatility
Potential to generate alpha
with several drivers in different market conditions
Proprietary research resources
22 sustainability & credit analysts, 10 quantitative analysts, 4 market strategists, 8 ESG & CSR strategists
Stable and experienced team
with a team of 2 portfolio managers who have worked together for 10 years
Source: Ostrum AM, 30/06/2025
Reasons to consider
The strategy has the potential to generate alpha in different market conditions via three main drivers:
- Credit directional
- Issuers/issues selection
- “Core Plus” exposure through high yield and securitized assets
The investment strategy is built around a “core plus” approach. This means allocations to off-reference index asset classes such as high yield credit (up to 20%) and Asset Backed Securities (up to 15%) can be implemented when these asset classes are deemed to offer attractive expected performance and diversification potential.
The fund promotes environmental, social and governance (ESG) criteria without setting sustainability as an objective. It may invest partly in assets with a sustainability objective, e.g. as defined by the EU classification.
The analyses and opinions referenced herein represent the subjective views of the author(s) as referenced, are as of the date shown and are subject to change without prior notice.
Risks to consider
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. There could be other differences across similar products in the same strategy. Investors should fully understand the risks and other relevant details associated with any investment prior to investing.
The team
Experienced investment team.
Christine Barbier
Portfolio Manager
Ostrum Asset Management
Sophie Pensel-Poiron
Portfolio Manager
Ostrum Asset Management
The firm
Ostrum Asset Management is a responsible European institutional investment management leader, supporting investors by offering asset management solutions on the back of its long-standing expertise in: money market, credit, rates, equities and multi-assets strategies managed through fundamental, insurance-driven and quantitative-driven approaches.
Paris
France
250+
Employees
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