The objective of the NIS dynamic fixed income strategy is to deliver a modestly higher yielding portfolio and achieve higher returns than traditional fixed income with a minimal increase in volatility.
Our dynamic fixed income strategy provides clients with a customizable, diversified portfolio designed with the objective to provide consistent performance and downside protection. It is comprised of four independently managed components with low correlation that provide exposure across asset classes — core fixed income, high yield, absolute return and preferred stock.
NIS has $3.2 Billion in dynamic fixed income assets under management
As of 12/31/18
STRATEGY AT A GLANCE
- Customized. Components and allocation ranges are customized by clients and their consultants based on plan type and liquidity needs.
- Performance & protection. Using an active management strategy with tactical allocations to the portfolio components, dynamic fixed income allows us to capitalize on the market cycle to improve performance — and add protection when risks become elevated.
- Allocations across fixed income. Dynamic fixed income is designed for institutional investors looking for portfolio allocations in all areas of the bond market, as well as a desire to add yield to their portfolio and have protection in rising rate environments.