US core

A risk-aware bond strategy that seeks to deliver excess returns with lower volatility than passively-managed approaches to core fixed income.

Opportunity

Active management: designed to offer broad market exposure and higher risk-adjusted returns than passive approaches.

Stabilizing characteristics at overall portfolio level.

Broad, diversified exposure: average credit quality AA.

Experienced, well-resourced team: the strategy is managed by an experienced team with what we believe to be an excellent long-term track record, supported by a research team with substantial experience in investment grade corporate, high yield, emerging market and securitized sectors.

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Further reading

US Core Factsheet

This strategy offers broad US fixed income exposure designed to offer investors a core bond holding as part of a balanced overall portfolio.

US Core Fixed Income Strategy profile

Our philosophy focuses on two key investment principles: precision and diversification. While neither concept, when viewed in isolation, is unique, it is the way our portfolio managers combine and apply them that we believe provides a highly differentiated approach to investment management.

Strategy in Numbers

2005 flagship strategy launched

40 credit analysts back the team

26years lead portfolio managers' experience

$5.8bn total strategy AUM

All data as of December 31, 2016. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients.

Insight is the corporate brand for certain companies operated by Insight Investment Management Limited (IIML). Insight includes, amongst others, Insight Management (Global) Limited (IIMG), Pareto Investment Management Limited (PIML), Cutwater Asset Management Corp (CAMC)  Cutwater Investor Services Corp (CISC) and Insight North America LLC (INA), each of which provides asset management services.
 
INA, CISC, CAMC and PIML each provide asset management services. INA, CISC and CAMC are investment advisers registered with the Securities and Exchange Commission (SEC) each with its principal place of business at 200 Park Avenue, New York, NY, 10166.  PIML is an investment adviser registered with the SEC and is authorised and regulated by the Financial Conduct Authority (no. 416024). Registered in England and Wales. Registered number: 03169281. Registered office: 160 Queen Victoria Street London EC4V 4LA, UK. INA, CISC and PIML are each is also registered with the CFTC as a Commodity Trading Advisor and Commodity Pool Operator and each is a member of the National Futures Association (NFA).  INA is registered as an investment adviser with the SEC and with the CFTC as a Commodity Trading Advisor and is a member of the NFA.All entities are wholly owned subsidiaries of the Bank of New York Mellon Corporation.