Manager Research & Selection | Fixed Income
Insurer, Europe
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
Fixed Income – US Short Duration High Yield
This UK-based international property and casualty insurance group was seeking to invest USD140 million with one manager running a US-centric short duration, high yield bond portfolio. The insurer wanted to target BB-rated bonds maturing within five years to achieve a desired level of yield and keep ...
Multi-Sector Fixed Income – Leveraged Finance
The client, an Australian superannuation fund, was seeking to expand its existing allocation to US leveraged loans to include high yield bonds and securitized credit; in doing so, the client wanted to move beyond its geographically focused, US-centric remit to embrace a global opportunity set.
Core Fixed Income
The client, a European multinational property and casualty (P&C) insurer, was looking to re-tender a multi-billion-dollar, multi-currency fixed income portfolio invested in high-quality, short-duration bonds to new asset managers and reduce associated fees.
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%.
Recent Articles
Fixed Income Insights
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