Fixed Income
Our active, disciplined approach to fixed income management is long term and risk aware. We employ a multifaceted, long-term approach in pursuit of achieving competitive risk-adjusted returns. Using in-depth data analysis and risk management tools, we invest broadly across the fixed income opportunity set to build well-diversified client portfolios with the goals of increased liquidity, capital preservation and risk management.
-
Summary
Literature
The strategy seeks to provide price stability during periods of interest rate or credit spread volatility in order to deliver attractive risk-adjusted returns. Holdings consist of U.S. Treasuries, benchmark noncallable agencies, investment-grade corporate bonds and agency-issued mortgage-backed securities (MBS).
The strategy seeks to provide price stability during periods of interest rate or credit spread volatility in order to deliver attractive risk-adjusted returns. Holdings consist of U.S. Treasuries, benchmark noncallable agencies and investment-grade corporate bonds.
The strategy’s investment process is guided by diversification, liquidity and low risk. We seek to deliver attractive yields by constructing portfolios that have the potential to provide attractive historical returns over money market instruments.
-
Summary
Literature
We believe the High Yield Municipal strategy can achieve a high level of current income exempt from regular federal income tax through a broadly diversified portfolio of high yield municipal bonds, constructed with intensive credit analysis and risk monitoring. PLEASE NOTE: This is currently only available through our Mutual Funds via Glenmede Trust Company.
We believe the Muni Intermediate strategy can achieve superior total return, with income exempt from federal income tax, while seeking to maintain liquidity and price stability. PLEASE NOTE: This is currently only available through our Mutual Funds via Glenmede Trust Company.
We believe the Short Term Tax Aware strategy can achieve after-tax total return consistent with reasonable preservation of capital.