EN Portugal Professional Investor

Investment Grade

Diversified solutions based on a proven investment process.

Our established “through-the-cycle” track record of strong, risk-adjusted returns is built upon our team-based investment approach, our ability to generate investment ideas and a risk management process that uses qualitative and quantitative factors to construct and manage portfolios from a risk and volatility perspective.

Global Investment Grade Strategy

AUM: $73 million (31 March 2019)

Our flexible, multi-credit strategy utilizes our investment expertise and a unique, time-tested approach to managing interest rate risk in order to identify value across global investment grade sectors.

Active Short Duration

AUM: $1.6 billion (31 March 2019)

Our short duration strategy invests in a broad range of fixed income asset classes including treasuries, Agency MBS, credit and securitized products. The target portfolio duration is quantitatively determined using the shape of the Treasury Yield Curve.

Core Fixed Income

AUM: $11.7 billion (31 March 2019)

Our multi-sector approach utilizes a top-down, macroeconomic view coupled with bottom-up, credit analysis and security selection.  Measured opportunistic allocations to high yield, convertible bonds, structured credit and emerging market debt provide additional sources of potential alpha.

Core Plus Fixed Income

AUM: $5.9 billion (31 March 2019)

Our multi-sector approach utilizes a top-down, macroeconomic view coupled with bottom-up, credit analysis and security selection.  Opportunistic allocations to high yield, convertible bonds, structured credit and emerging market debt provide additional sources of potential alpha.

Short Duration

AUM: $6.1 billion (31 March 2019)

Our short duration strategy invests in a broad range of fixed income asset classes including treasuries, Agency MBS, credit and securitized products. Measured opportunistic allocations to high yield, convertible bonds, structured credit and emerging market debt provide additional sources of potential alpha.  This strategy can be run against traditional and non-traditional one to three year and one to five year benchmarks.         

Long Duration

AUM: $714 million (31 March 2019)

Our long duration strategy utilizes a top-down, macroeconomic view coupled with bottom-up, rigorous fundamental credit analysis and security selection while remaining duration neutral to a pre-determined benchmark.      

Corporate Credit

AUM: $11.6 billion (31 March 2019)

A corporate credit strategy that seeks to efficiently identify undervalued securities within a client driven opportunity set through robust credit underwriting and risk management.

Inflation Protected Bonds (TIPS)

AUM: $1.2 billion (31 March 2019)

A unique strategy that seeks to generate alpha through two different levers: inflation relative value opportunities and an out-of-index yield enhancing income strategy.

Stable Value

AUM: $20.1 billion (31 March 2019)

As one of the Top 10 largest managers of stable value*, we offer expertise and investment solutions that span a variety of strategies, investment vehicles and wrap providers.

*Pensions and Investments, Largest Money Managers May 2014

 

Global Government

AUM: $400 million (31 March 2019)

A global government strategy that utilizes a scenario-based approach to identify attractive government and sovereign opportunities.

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