Global Investment Grade Strategies
- AUM $101 million
(30 September 2021)
- Inception Date 2018
- Benchmark 3-Month LIBOR +250 bps
- Vehicles Available
- Separate Account
We believe that risk-adjusted returns should be consistent over time and not cycle-dependent. We further believe that such returns can be achieved by constructing portfolios using a disciplined investment process centered on risk management.
Our team’s investment approach is guided by the following key portfolio tenets:
- A commitment to adding alpha via Barings’ fundamental, bottom-up credit research capabilities
- A team-based approach utilizing a multi-dimensional, repeatable portfolio construction and risk management framework
Our Value Add
- We have a highly experienced, collaborative investment culture utilizing a team-based approach led by a senior portfolio management team.
- Our actively managed, investment grade multi-asset strategy invests primarily in a diversified portfolio of global investment grade fixed income assets, including: global corporate credit, securitized products, structured credit CLOs and emerging markets debt, with opportunistic allocations to high yield debt.
- Barings’ global footprint provides an advantage as we seek the best relative value opportunities across geographies, with investment professionals located in the U.S., Europe, the U.K. and Asia.
- Integrated risk management is an important component of our value add. Since 2001, we have followed a risk management process that utilizes both qualitative and quantitative measurements to construct and review portfolios from a risk and volatility perspective.
From Diversification to ESG: The Evolving Opportunity in ABS
Asset-backed securities can offer a number of benefits as part of a broader fixed income mandate—particularly given the strong structural protections, diversification benefits and advancements in ESG.View
Fixed Income: Upending the Conventional Approach
Michael Freno, Head of Global Markets, shares his view on where value can still be found in fixed income, despite the uncertain current environment—and why investors may need to look beyond traditional indexes in high yield, investment grade and emerging markets debt.View