US core plus

The goal of our core plus fixed income strategy is to maximize risk-adjusted total returns by investing primarily in investment grade securities while having the latitude to add attractive non-benchmark exposure.

Opportunity

Core fixed income portfolio with scope for manager to demonstrate skill through bottom-up security selection, sector strategy and non-benchmark holdings.

Active management of interest rate positioning, sector allocation and security selection.

Robust process and risk controls: the strategy's managers follow an established investment process which is monitored and overseen by an independent risk team.

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 Plus Factsheet

This core plus strategy seeks to maximize risk adjusted excess returns. It invests primarily in investment grade US fixed income with the goal of consistently outperforming its benchmark through the active management of interest rate positioning, sector allocation and security selection.

US Core Plus Fixed Income Strategy profile

Dynamic, multi-sector bond strategy: The Insight US Core Plus Fixed Income strategy’s dynamic, multi-sector approach provides an efficient allocation to fixed income that seeks to generate consistently strong risk-adjusted performance.

Strategy in Numbers

2008 flagship strategy launched

41 credit analysts

23years lead portfolio manager's experience

$605.4m total strategy AUM

All data as of March 31, 2017. 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.