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Buy-and-maintain credit: bespoke solutions for cash flow driven investors

Buy-and-maintain credit: bespoke solutions for cash flow driven investors

Insight
Asset owners such as insurance companies and pension funds face considerable challenges in matching return targets with regulatory requirements. This is while operating in a world of low yields, market uncertainty and softening growth.
  • Remmert Koekkoek
    Remmert
    Koekkoek
    Head of Insurance and Pension Solutions
  • Jan Willem de Moor
    Jan Willem
    de Moor
    Senior Portfolio Manager Credit
  • Yvo Schoemaker
    Yvo
    Schoemaker
    Portfolio Manager

Speed read

  • Driven by the unique situation of the client, not by a benchmark
  • Targets long-term capital preservation, with low turnover and costs
  • Easily customized to allow for regulatory and capital requirements

The buy-and-maintain investment style is ideally suited to creating a portfolio that can deliver precisely defined investment outcomes. It is based on the principle that the unique situation of the client – rather than a benchmark – is the basis for investment decisions.

In this article we highlight how buy-and-maintain investment decisions are driven by the unique situation of the client – rather than by a benchmark. We describe how a buy-and-maintain investment style is ideally suited to create a low-turnover credit portfolio that is able to weather all phases of the credit cycle, that meets client-specific regulatory criteria, that contributes to sustainable development goals and which is focused on achieving long-term investment returns.

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