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Fixed Income

Fixed Income

Great Lakes Advisors’ Fixed Income team believes in an active and controlled approach to fixed income management. We have generated strong relative risk-adjusted returns through fundamental analysis and bottom-up investing. We believe that focusing on higher income sectors and securities is the best place to add value in our clients’ fixed income portfolio. Our investment professionals have more than a century of cumulative investment management experience. The team has weathered a wide array of economic and financial market environments over the last 30 years and, as a result, brings an opportunistic, yet risk-aware, approach to security analysis and portfolio management. With this perspective, we view short-term opportunities through a critical lens and adhere to a long-term investment horizon that reflects the long-term needs of our clients. We can also work with our clients to customize portfolios as needed. 

Fixed Income

STRATEGY FACT SHEETS

 

PROVEN PROCESS WITH RISK CONTROL

  • Our primary objective is to provide excess returns with less risk than the benchmark and our peers.
  • We continually measure, monitor, and compare this risk/reward relationship. Characteristics reviewed include yield, yield-to-maturity, yield-to-worst, coupon rate, average life, modified duration, contribution to duration, and rating.

TOTAL AUM/AUA

$2.7 BILLION


 

INVESTMENT TEAM

5

As of September 30, 2024