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 $4.1 Billion in dynamic fixed income assets under management

As of 9/30/19

$4.1
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
Senior Adviser
Jason C. Berrie, CFA
Chief Investment Officer
Mark R. Anderson, CFA
Chief Strategy Officer