US Core / Core Plus
Designed as the foundation of a portfolio's fixed income allocation, with risk tailored to the client's guidelines, these strategies aim to outperform the appropriate index over the course of a market cycle. We actively pursue multiple sources of excess return from sectors including corporate bonds, mortgage/asset-backed securities, Treasuries/TIPS, international debt, and in the case of 'Plus' portfolios, high yield and emerging markets debt as well.
US Core Plus
Objectives
- Seeks to outperform the index, over a full market cycle, on both an absolute and risk-adjusted basis.
- Seeks consistent outperformance in both rising and falling interest rate and credit environments.
Product Facts
| Allowable investments | Treasuries, agencies, investment grade and high yield corporate bonds, mortgage-backed, asset-backed, non-U.S., emerging markets, Yankee bonds, futures, options & swaps |
| Portfolio benchmark | Barclays US Aggregate Index |
| Duration range | Index +/-15% |
| Average number of portfolio holdings | 175-225 |
| Minimum separate account size | $50 million* |
*Flexible to meet client guidelines and objectives.
For more information on any Active Fixed Income product, please contact Eric Pflaum at epflaum@standish.com
US Core
Objectives
- Seeks to outperform the index, over a full market cycle, on both an absolute and risk-adjusted basis.
- Seeks consistent outperformance in both rising and falling interest rate and credit environments.
Product Facts
| Allowable investments | US Treasuries, agencies, investment grade corporates, mortgage-backed, commercial mortgage-backed, asset-backed, Yankee bonds, futures, options, and swaps |
| Portfolio benchmark | Barclays US Aggregate Index |
| Duration range | Index +/-15% |
| Average number of portfolio holdings | 175-225 |
| Minimum separate account size | $50 million* |
*Flexible to meet client guidelines and objectives.
For more information on any Active Fixed Income product, please contact Eric Pflaum at epflaum@standish.com
US Core 1-5 year Government/Credit
Objectives
- Seeks to outperform the index, over a full market cycle, on both an absolute and risk-adjusted basis.
- Seeks consistent outperformance in both rising and falling interest rate and credit environments.
Product Facts
| Allowable investments | US Treasuries, agencies, investment grade corporate bonds, mortgage-backed, commercial mortgage-backed, asset-backed, Yankee bonds, futures, options & swaps |
| Portfolio benchmark | Barclays Government/Credit 1-5 Year Index |
| Duration range | Index +/-15% |
| Average number of portfolio holdings | 175-225 |
| Minimum separate account size | $50 million* |
*Flexible to meet client guidelines and objectives.
For more information on any Active Fixed Income product, please contact Eric Pflaum at epflaum@standish.com
US Core Intermediate Government/Credit
Objectives
- Seeks to outperform the index, over a full market cycle, on both an absolute and risk-adjusted basis.
- Seeks consistent outperformance in both rising and falling interest rate and credit environments.
Product Facts
| Allowable investments | US Treasuries, agencies, investment grade corporate bonds, mortgage-backed, commercial mortgage-backed, asset-backed, Yankee bonds, futures, options & swaps |
| Portfolio benchmark | Barclays US Intermediate Government/Credit Index |
| Duration range | Index +/-15% |
| Average number of portfolio holdings | 175-225 |
| Minimum separate account size | $50 million* |
*Flexible to meet client guidelines and objectives.
For more information on any Active Fixed Income product, please contact Eric Pflaum at epflaum@standish.com