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FIAM STRATEGIES
FIAM Core Plus
Seeks income from a core exposure to investment-grade bonds and investments in extended plus sectors (high yield, emerging-market debt, leveraged loans, and high-yield CMBS).
Investment approach
The investment team aims to provide consistent, competitive, risk-adjusted returns and mitigate unexpected downside risk.
Repeatable sources of return
Seeks to generate repeatable sources of return, through sector allocation, security selection, and yield-curve positioning
Global research
Leverages global research capabilities that provide insight to support idea generation for the portfolio
Proprietary modeling
Utilizes proprietary modeling to inform portfolio construction and risk management
Investment process
Emphasis on sector valuation and security selection across fixed income sectors for strong, long-term performance potential.
Independent, broad-based fundamental and proprietary quantitative research that support portfolio construction.
Sophisticated risk management technology.
Disciplined team approach that facilitates multidimensional investment perspectives.
Key Facts
| Inception Date | Nov. 30, 2000 |
| Style focus | Core Plus |
| Duration emphasis | Neutral |
| Benchmark | Bloomberg U.S. Aggregate Bond |
Hear from our portfolio managers
2024 Fixed Income Outlook
5:21
Portfolio managers Mike Plage and Ford O’Neil discuss their outlook for bonds and how their investment process is designed to capture opportunities in the market.
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2024 Fixed Income Outlook
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2024 Fixed Income Outlook
Related Resources
Commentary
Fixed Income Monthly
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The Chartered Financial Analyst (CFA®) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least 4,000 hours of qualifying work experience completed in a minimum of 36 months, among other requirements. CFA is a trademark owned by CFA Institute.
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