SMA Inception Date: 03/1/2007
Objective: Seeks to outperform the Bloomberg Barclays US Aggregate Bond Index while maintaining a benchmark-aware risk return objective
Why Choose This SMA?
- To seek to outperform the benchmark with comparable volatility
- As an actively managed, benchmark-aware fixed income allocation
- Portfolio managers apply in-house research, using bottom-up security selection combined with top-down macro analysis
- Durations managed within a close range to the Bloomberg Barclays US Aggregate Bond Index
- Sector allocation and selection• Investment flexibility is constrained to the investment grade portion of the US fixed income markets
- Duration bands: +/- 1 year (typically within +/- 0.25 year) relative to the index
- All investments must be US dollar denominated
- 3% issuer limit or the benchmark weight plus 2% (whichever is greater at the time of purchase), Treasurys and GSEs excluded
- 25% industry maximum or benchmark weighting plus 10%, (whichever is greater at the time of purchase)
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