| Investment Style |
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Global Real Return is an actively managed bond portfolio that invests primarily in inflation-indexed securities. Real Return seeks maximum real return consistent with the preservation of capital and prudent risk taking. All sectors of the global inflation-indexed security markets are utilized to add value while maintaining an overall risk level similar to the benchmark. |
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| Benchmark |
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Barclays Global Inflation-Linked Index (USD Hedged). |
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| Portfolio Duration |
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Duration is managed to be within 2 years of the Index. |
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| Market Sectors
Utilized |
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Government, Corporate, Mortgage, Asset Backed, Money Market, and Hedged International. |
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| Value Added |
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Global Real Return seeks to add value through multiple sources including:
Duration Management
Active Yield Curve Management
Quantitative Research
Sector Rotation
Bottom Up Techniques to Identify Undervalued Securities
Credit Research
Cost Efficient Trading |
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| For more information, please go to the
Contact Us page. |
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