Core

The Core Fixed 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, fossil fuel free bonds that have direct and measurable positive societal impacts. Each of the bonds selected for the portfolio must meet stringent financial and impact criteria. The strategy’s impact criteria focuses on the use of each bond’s proceeds’ and their expected positive environmental and social outcomes as well as documentation of those outcomes. The portfolio is actively managed in an effort to enhance return and minimize risk. An additional offering of the strategy is that clients can tailor their invested capital to support specific geographic regions or impact themes, a benefit accompanied by customized impact reporting.