Shifting Gears

Portfolio Diagnostics Report

Shifting Gears

Moving to a Goals-Based Fixed Income Strategy

Long gone are the days of your father’s fixed income markets, or even your older brother’s bonds. A new era of diversified fixed income investing has emerged, complicating an asset class that has historically been considered straight-forward. In our latest report, our Portfolio Construction Services team breaks down their goals-based approach for an optimal, simplified fixed income framework.

A-Goals-Based-Approach