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, 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 includes use of proceeds analysis, transparency into the use of bond proceeds, and reporting on the expected positive environmental and social impacts. Clients in the strategy meeting minimum requirements can customize their investment dollars to support specific geographies, impact themes, or impact initiatives and receive impact reporting on the positive outcomes of their investments.
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