Taxable Plus 1-3 Year Fixed Income [ view all fixed income products ]

Asset Class
Fixed Income

Benchmark
Barclays U.S. 1-3 Year Government/Credit Bond Index

Product Sheet
Taxable Plus 1-3 Year Fixed Income

Investment Strategy
The Taxable Plus 1-3 Year Fixed Income strategy is a broad market strategy designed to deliver excess return relative to the taxable fixed-income universe embodied by the Barclays U.S. 1-3 Year Government/Credit Bond Index. This short-term investment process begins with a top-down macroeconomic viewpoint that guides all levels of decision making. The macro-view is developed by the senior portfolio management staff and focuses on those factors that affect overall economic conditions and the level and direction of interest rates. Factors analyzed include, among others, monetary and fiscal policy, inflation and the international economic and political environment.

Portfolio Management:
Jay N. Mueller, CFA, Senior Portfolio Manager
Janet S. Riling, CFA, Senior Portfolio Manager