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FIAM STRATEGIES
FIAM Investment Grade Credit
Seeks to outperform the Bloomberg Credit Bond Index by investing in a full spectrum of investment-grade securities.
Investment philosophy and approach
The investment team aims to provide consistent, competitive, risk-adjusted returns and mitigate unexpected downside risk.
Emphasis on sector valuation and security selection
Seeks to generate repeatable sources of return through sector allocation, security selection, and yield-curve positioning.
Independent, broad-based fundamental research
Leverages the depth and specialization of our global research capabilities to provide insight to generate investment ideas for the portfolio.
Sophisticated risk management technology
Utilizes proprietary modeling to inform portfolio construction and risk management.
Investment process
Emphasis on sector valuation and security selection.
Independent, broad-based fundamental research.
Proprietary quantitative research. Sophisticated risk management technology.
Team structure that facilitates multidimensional investment perspectives.
Key Facts
| Inception date | Mar 29, 2002 |
| Style focus | Credit |
| Duration emphasis | Neutral |
| Benchmark | Bloomberg U.S. Credit Bond Index |
Featured Resources
Commentary
Fixed Income Monthly
SERIES
Weekly Capital Markets Update
A weekly market update prepared by the FI® Capital Markets Strategy Group (CMSG) on the current economic themes driving global financial markets.
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Solutions for institutional investors
Investment-grade fixed income
Experience and insight to create fixed income strategies that meet evolving and complex client needs.
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High-yield fixed income
Strategies investing in higher-yielding debt to meet income and capital appreciation goals.
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Money market
Institutional money market strategies to meet clients' liquidity needs.
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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.
This strategy’s performance will change daily based on changes in interest rates and market conditions and in response to other economic, political or financial developments. Debt securities are sensitive to changes in interest rates depending on their maturity, and may involve the risk that their prices may decline if interest rates rise or, conversely, if interest rates decline, their prices may increase. Debt securities carry the risk of default, prepayment risk, and inflation risk. Changes specific to an issuer, which may involve its financial condition or economic environment, can affect the credit quality or value of an issuer’s securities. Lower-quality debt securities (those of less than investment-grade quality, also referred to as high-yield debt securities) and certain types of other securities are more volatile and are often considered to be speculative and involve greater risk due to increased sensitivity to adverse issuer, political, regulatory, and market developments, especially in periods of general economic difficulty. The value of mortgage securities may change due to shifts in the market’s perception of issuers and changes in interest rates or regulatory or tax changes.
Derivatives may be volatile and involve significant risk, such as credit risk, currency risk, leverage risk, counterparty risk, and liquidity risk. Using derivatives can disproportionately increase losses and reduce opportunities for gains in certain circumstances. Investments in derivatives may have limited liquidity and may be harder to value, especially in declining markets. Derivatives involve leverage because they can provide investment exposure in an amount exceeding the initial investment. Leverage can magnify investment risks and cause losses to be realized more quickly. A small change in the underlying asset, instrument, or index can lead to a significant loss. Assets segregated to cover these transactions may decline in value and are not available to meet redemptions. Government legislation or regulation could affect the use of these transactions and could limit the ability to pursue such investment strategies.
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