Dynamic Fixed Income

 

Objective

To deliver a modestly higher yielding portfolio and achieve higher returns than traditional fixed income with a minimal increase in volatility. Dynamic Fixed Income (DFI) provides clients with a flexible, diversified portfolio well suited for any market condition. It is comprised of four components that are managed independently, lowly correlated, while each providing exposure to specific asset classes. 

Strategy

Components and allocation ranges are customized by clients and their consultants based on plan type and liquidity needs. Using an active management strategy with tactical allocations to the portfolio components, DFI allows us to capitalize on the market cycle and to add protection when risks become elevated. DFI is designed for institutional investors looking for portfolio allocations in all areas of the bond market, as well as a desire to add yield to their portfolio and have protection in rising rate environments.