For Fixed Income Investors
1. First step
Construction three portfolios : Defensive, Balanced and Positive, with different credit risk, duration levels and asset classes exposure limits.
These three different portfolios employ USD denominated ETFs.
Since April 2019
Fixed Income strategy able provide a solid risk adjusted returns by actively managing both duration and credit risk. Targeting high yield returns with investment grade risk.
2. Second Step
The strategy systematically manages the fixed income allocation, shifting it systematically in progressive steps between the three portfolios, following our “Global Fixed Income Risk Indicator” .