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.

ASSET OVERVIEW

NIS has $2.5 Billion in dynamic fixed income assets under management

As of 6/30/17

$2.5
Billion

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.

PORTFOLIO MANAGEMENT

Kent J. White, CFA
Co-Chief Investment Officer
Jason C. Berrie, CFA
Co-Chief Investment Officer
Mark R. Anderson, CFA
Chief Strategy Officer