Intermediate Plus

The Intermediate Plus strategy is a broad market strategy that seeks a high level of current income. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection.  Eligible investments include investment-grade and high yield corporates, mortgage-backed and securitized securities, Treasuries, and agencies. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector rotation, and security selection.

INTERMEDIATE PLUS SMA QUARTERLY PRODUCT PROFILE


Intermediate Investment Grade 

The Intermediate Investment Grade strategy is a broad market strategy that seeks attractive risk-adjusted total returns. The strategy actively expresses our macroeconomic views to purse value through duration and yield curve management, sector allocation, and security selection. Eligible investments include investment-grade corporates, mortgage-backed and securitized securities, Treasuries, and agencies. The strategy is intended to reflect our macroeconomic views to pursue value through duration and yield curve management, sector rotation, and security selection.

INVESTMENT GRADE INTERMEDIATE QUARTERLY PRODUCT PROFILE

INVESTMENT GRADE INTERMEDIATE SMA QUARTERLY PRODUCT PROFILE


High Quality Intermediate

The High-Quality Intermediate strategy is a broad market strategy that seeks to generate attractive risk-adjusted total returns. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Eligible investments include  corporat securities rated A3/A or higher, mortgage-backed and securitized securities, Treasuries, and agencies.

HIGH QUALITY INTERMEDIATE QUARTERLY PRODUCT PROFILE

HIGH QUALITY INTERMEDIATE SMA QUARTERLY PRODUCT PROFILE