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

Portfolio managers

Ford O’Neil
Portfolio Manager
Jeff Moore, CFA
Portfolio Manager
Michael Plage, CFA
Portfolio Manager
Celso Muñoz, CFA
Portfolio Manager
Brian Day, CFA
Stacie Ware
Portfolio Manager
Hear from our portfolio managers

Accountability
1:55
Listen to Portfolio Manager Jeff Moore discuss how he approaches his role as the ultimate decision- maker for a fixed income portfolio.

Contact a Fidelity representative