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Fixed Income Buy And Maintain

Fixed Income Buy And Maintain

A customized fixed-income strategy focused on the client’s long-term objective

Key points:

  • A portfolio that is custom-made to meet the client’s requirements
  • Long-term approach, with low costs and few transactions
  • Focus on mitigating risk throughout the market cycle

Philosophy

We are convinced that all investment decisions should be based on research. For our buy-and-maintain clients, we apply our own fundamental and quantitative research, with a long-term vision and a focus on risk. We believe in prudent investing, with a central role for risk management and the avoidance of unnecessary risks and transaction costs.

Due to our background, we have extensive experience with Dutch pension fund and insurers. We understand the many challenges they face, such as regulations that can have a significant impact on their portfolio requirements. Our buy-and-maintain portfolios are specially designed to reflect the specific investment convictions and objectives of our clients. This investment style is thus highly suitable for institutional investors’ matching portfolios.

Sustainable investing is an essential aspect of successful portfolio management for buy-and-maintain credit portfolios. Learn how sustainability matters.
Sustainability matters

Process

A buy-and-maintain strategy inherently requires a customized solution and often leads to a long-term partnership. The approach focuses on downside risk throughout the market cycle. Costs are low, because the number of transactions is limited.

We devote much attention to the construction phase (‘buy’), during which we design the portfolio and the investment process in consultation with the client. A buy-and-maintain strategy is strategic, but not static: we continuously monitor the credit quality and suitability of the portfolio. Our fundamental and quantitative research focuses on the long term and on downside risk. Providing a high-quality service (‘maintain’) is also an essential element of the strategy.

The buy-and-maintain investment style is ideally suited to creating a portfolio that can deliver precisely defined investment outcomes. Learn how Buy and Maintain works.
Bespoke solutions for cash flow driven investors

Team

The Global Macro team has been managing buy-and-maintain portfolios since 1998. The team, which has extensive experience in the fundamental and quantitative management of both bonds and derivatives, is based in Rotterdam and has in-depth knowledge of the pension and insurance markets. The portfolio managers work closely with specialists in trading, regulation, risk management and corporate bonds.

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Important legal information

The content displayed on this website is exclusively directed at qualified investors, as defined in the swiss collective investment schemes act of 23 june 2006 ("cisa") and its implementing ordinance, or at “independent asset managers” which meet additional requirements as set out below. Qualified investors are in particular regulated financial intermediaries such as banks, securities dealers, fund management companies and asset managers of collective investment schemes and central banks, regulated insurance companies, public entities and retirement benefits institutions with professional treasury or companies with professional treasury.

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Representative in Switzerland of the foreign funds registered with the Swiss Financial Market Supervisory Authority ("FINMA") for distribution in or from Switzerland to non-qualified investors is ACOLIN Fund Services AG, Affolternstrasse 56, 8050 Zürich, and the paying agent is UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zürich. Please consult www.finma.ch for a list of FINMA registered funds.

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