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Inflation Focused

Summary

Summary

KEY FACTS as of 02/28/2019


Strategy Inception Date
Apr 2011
Strategy AUM
$1.3 B
Benchmark
Bloomberg Barclays U.S. TIPS 1-5 Year Index
eVestment Universe
US TIPS / Inflation Fixed Income

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Commingled Trust
  • Mutual Fund

PORTFOLIO MANAGERS

Kewjin Yuoh
Kewjin Yuoh

Partner & Portfolio Manager

25 Years of Industry Experience

Andrew H. O'Brien
Andrew H. O'Brien, CFA

Partner & Portfolio Manager

21 Years of Industry Experience

Hyun Lee
Hyun Lee, CFA

Portfolio Manager

18 Years of Industry Experience

Steven F. Rocco
Steven F. Rocco, CFA

Partner & Director of Taxable Fixed Income

18 Years of Industry Experience

Leah G. Traub
Leah G. Traub, Ph.D.

Partner & Portfolio Manager

18 Years of Industry Experience

Supported By 64 Investment Professionals with 14 Years Avg. Industry Experience

Related Content

Inflation Protection: Seeking Relief from the “Silent Thief”
September 17, 2018

Here, we spotlight a strategy that may help investors counter inflation’s negative effects without undue interest-rate risk.

Beyond TIPS: A “Pure Play” in Inflation Protection
June 11, 2018

CPI swaps, combined with a strategic allocation of short-term bonds, represent a more direct approach to targeting inflation—without the interest-rate risk of Treasury inflation-protected securities.

Portfolio

Portfolio

Portfolio Breakdownas of 02/28/2019

Type Portfolio
Type Portfolio
Investment Grade Corporate
CMBS
ABS
High Yield Corporate
Bank Loans
U.S. Government Related
MBS
Sovereign
Other
Cash

Credit Quality Distributionas of 02/28/2019

Type Portfolio Index
U.S. Treasury 1.0% 100.0%
Agency 2.9% -
AAA 34.6% -
AA 7.4% -
A 7.5% -
BBB 33.0% -
<BBB 13.2% -
Not Rated 0.4% -

CHARACTERISTICS as of 02/28/2019

Portfolio Index
Portfolio Index
Average Coupon 4.17% 0.41%
Average Life 2.35 Years 2.98 Years
Average Effective Duration 2.16 Years 2.93 Years
Average Yield to Worst 3.92% 2.43%

Performance

Performance

Inflation Focused Institutional Composite

Average Annual Returns as of 01/31/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 1.81% 0.43% 3.87% 0.56% - 1.15%
Net of Fees 1.79% 0.18% 3.58% 0.27% - 0.85%
Bloomberg Barclays U.S. TIPS 1-5 Year Index 0.76% 1.55% 1.46% 0.68% - 0.67%

Calendar Year Returnsas of 01/31/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees -0.57% 2.10% 5.76% -1.50% -4.49% -1.02% 10.69% - - -
Net of Fees -0.82% 1.83% 5.43% -1.80% -4.79% -1.33% 10.36% - - -
Bloomberg Barclays U.S. TIPS 1-5 Year Index 0.41% 0.80% 3.13% -0.14% -1.13% -1.96% 2.66% - - -

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