Global Fixed Income


Strategy Overview

Intended for investors with low risk tolerance, the portfolio seeks to provide diversification benefits when added to higher volatility equity allocations via an SMA structure.

Global Fixed Income Strategy

Strategy Summary

Risk management may be further enhanced through the use of exchange traded funds (ETFs) as well as hedge positions to manage interest rates and credit risk based on macro model input.

The strategy is offered in both tax-sensitive and qualified versions.

Strategy Objective

Seeking capital preservation with limited income generation and growth of principal close to the underlying long-term rate of inflation.

Portfolio Managers

Tom Samuelson, CFA, CMT
Chief Investment Officer
Kendall Dilley, CFA, CMT
Portfolio Manager

Strategy Information

  • Inception: August 2015
  • Category: Intermediate Core Bond
  • Structure: Managed Account (SMA)
Request for Proposal

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