National Investment Services (NIS) manages a wide range of fixed income and alternative strategies designed to provide institutional investors with consistent performance and downside protection.

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FIXED INCOME

Dynamic Fixed Income

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 [...]

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FIXED INCOME

Core Fixed Income

The objective of the NIS core fixed income strategy is to build and maintain a portfolio that represents the best relative value available based on the expected economic and market environment. The portfolio composition of our core fixed income strategy is customizable to the liquidity constraints of the client. We look to add incremental return by [...]

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FIXED INCOME

Core Plus Fixed Income

The objective of the NIS core plus fixed income strategy is to build and maintain a portfolio that represents the best relative value available based on the expected economic and market environment. In addition, our core plus strategy looks to add incremental return by taking advantage of market anomalies and opportunities. Our goal is to outperform [...]

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FIXED INCOME

Intermediate Fixed Income

The objective of the NIS intermediate fixed income strategy is to build and maintain a portfolio that represents the best relative value available based on the expected economic and market environment. The portfolio composition of our intermediate fixed income strategy is customizable to the liquidity constraints of the client. We look to add incremental return by [...]

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FIXED INCOME

Intermediate Plus Fixed Income

The objective of the NIS intermediate plus fixed income strategy is to build and maintain a portfolio that represents the best relative value available based on the expected economic and market environment. In addition, our intermediate plus fixed income strategy looks to add incremental return by taking advantage of market anomalies and opportunities. Our goal is [...]

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FIXED INCOME

Short Duration Fixed Income

The objective of the NIS short duration strategy is to build and maintain a portfolio that represents the best relative value available based on the expected economic and market environment. The portfolio composition of our short duration strategy is customizable to the liquidity constraints of the client. We look to add incremental return by taking advantage [...]

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FIXED INCOME

Short Duration High Yield

The objective of the NIS short duration high yield strategy is to provide consistently higher current income than investment grade short duration products. We seek total rate of return through the active management of credit risk. Other factors that will affect performance include analysis of industries, call risk and structure risk. Under normal market conditions […]

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FIXED INCOME

Socially Responsible Investing

The objective of the NIS socially responsible investing strategy is to maximize yield and minimizing risk while adhering to Catholic socially responsible investing guidelines. In addition, our socially responsible investing strategy looks to add incremental return by taking advantage of market anomalies and opportunities. Our goal is to outperform the Bloomberg Barclays Intermediate Government Credit Index [...]

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FIXED INCOME

Liability Driven Investing

The objective of the NIS liability driven investing strategy is to build and maintain a portfolio that focuses on the projected liability outflows as its benchmark for the development of yield curve and interest rate strategies. Our primary goal is to meet the benefit payment obligations of the plan on a timely basis and maintain [...]

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ALTERNATIVE

Preferred Stock

The objective of the NIS preferred stock strategy is to provide returns well in excess of conventional fixed income investments — yet more stable returns than the equity market. The $25 par preferred market is driven primarily by the retail investor, rather than large institutional investors. As a result, the market dynamics of preferred stocks are determined [...]

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ALTERNATIVE

Total Absolute Return

The objective of the NIS total absolute return strategy is to generate consistent returns with minimal duration risk. Our total absolute return strategy aims to have positive returns more than 85% of the time on a monthly basis. We expect to have volatility that is less than or equal to a traditional bond fund. ASSET [...]

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