Experienced ETF Sub-Advisory and Portfolio Management Team

Fixed Income

Our fixed income team has trading and analytical expertise, has built relationships, and utilizes the tools that are needed to efficiently source liquidity across a number of fixed income sectors: US Treasury securities, agency securities, corporate bonds (investment grade and high yield), TIPS, and Municipal securities, among others.

Customized metrics including Average Credit Quality, Average Maturity and/or Maturity Ranges, Average Duration, and Cash Flow can be created based on individual client needs or followed based on institutional fund guidelines.

Once a portfolio is constructed, robust analytical software platforms are used to confirm that metrics fall within portfolio guidelines on an ongoing basis.