The core fixed income strategy is an investment grade, intermediate duration bond portfolio that seeks to preserve capital, deliver attractive risk-adjusted returns, provide a high level of current income, and serve as the ballast in a portfolio, all while investing in well-researched bonds that have direct and measurable positive societal impacts.
The strategy’s impact criteria primarily focus on the use of bond proceeds and documentation of their expected positive environmental and social outcomes. An additional offering is customization whereby clients meeting minimum requirements can tailor their capital to support specific geographies, impact themes, or impact initiatives, a benefit accompanied by customized impact reporting. The strategy invests in securities that we consider to be fossil fuel free. If we invest in a bond whose use of proceeds will be used to finance activities or projects in clean and renewable energy, or other activities that may contribute to the transition to a more sustainable economy, we may invest in those bonds even if the issuer’s revenue or profits are partially derived from the fossil fuel sector.
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