Fixed Income

Our fixed income strategy is designed to consistently maintain an effective yield advantage versus each client’s benchmark while cautiously managing the assumption of risk. We achieve this by investing in undervalued fixed income securities and sectors, managing portfolio duration relative to a client’s benchmark, and strategically investing in different maturities given the shape of the yield curve. We are balanced in our approach, using both qualitative judgment and quantitative tools. In every case, we strive to achieve the optimum balance of risk and reward.

Core

Our Core strategies include Aggregate and Government Credit portfolios. Each of these broadly diversified portfolios focuses on dollar-denominated, high quality, investment grade fixed income securities. Our approach emphasizes non-Treasury sectors that meet our stringent risk/reward parameters. Maturity focus is across the yield curve.

WEDGE Core Aggregate 3Q17 Fact Sheet WEDGE Core Gov't Credit 3Q17 Fact Sheet

Short Duration

Broadly diversified portfolio of dollar-denominated, high quality, investment grade bonds focusing on shorter maturities (1-5 years). Emphasis is on capital preservation in rising interest rate environments.

WEDGE Short Aggregate 3Q17 Fact Sheet

Intermediate

Our Intermediate strategies include Intermediate Aggregate and Intermediate Government Credit portfolios. Each of these broadly diversified portfolios focuses on dollar-denominated, high quality, investment grade fixed income securities in intermediate maturities (1-10 years). Our approach emphasizes non-Treasury sectors that meet our stringent risk/reward parameters

WEDGE Int. Aggregate 3Q17 Fact Sheet WEDGE Int. Gov't Credit 3Q17 Fact Sheet

LDI/Long Duration

Diversified portfolio of dollar-dominated, high quality, investment grade bonds designed to immunize a long-term liability stream. Various long duration liability targets are available.