Manager Research & Selection | Fixed Income
Superannuation fund, Australia
Improving fixed income portfolios
The fixed income strategy group, led by Mathias Neidert (Managing Director, Head of Public Markets), works with a highly diverse group of investors around the world, helping them to identify the best bond managers for their needs.
From investment grade and securitised credit through to corporate high yield, emerging markets and leveraged loans, this team covers all aspects of the debt spectrum apart from private market strategies. Working with equity specialists, Mathias’ group also leads manager research for traditional Multi Asset investment.
Case Studies
Implementation in focus
Alternative Credit
The investor mandated bfinance to search for an alternative credit strategy with a view to investing c. AUD 50 million through a pooled fund. A typical return expectation for this type of strategy is cash + 4-6%.
Municipal Bonds
This German institutional investor wished to invest USD 50 million in Municipal Bonds via a fund-of-one. We sought strategies featuring primarily Taxable munis and low exposure to high yield.
Leveraged Loans
A Middle Eastern insurance company wished to invest in approximately USD 100 million in Leveraged Loans, with a focus on senior secured debt.
Emerging Market Debt
The UK LGPS client sought an EMD manager that successfully blended emerging market hard currency (sovereign and corporates) and local currency within a standalone portfolio.
Recent Articles
Fixed Income Insights
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