Fixed Income

Preserve Your Capital with Fixed Income Manager Research
Fixed income allocation can take on various forms depending on your objectives. This asset class can be used as capital preservation. Institutions may also use fixed income to match assets with their liabilities.

Considerations for your fixed income allocation
By allocating to fixed income, you need to make decisions regarding:

  • Investment approach
    • Active
    • Passive
  • Duration and interest rate sensitivity
  • Core mandates vs. core plus mandates
  • Unique strategies to maximize portfolio efficiency
  • Regional exposure (U.S. vs. Global)

We seek to find the best manager to assist you with these options and any additional opportunities. Our team only recommends managers who have a specialty in this area and who have a proven track record. Learn more about our process.

Need in-depth research for your fixed income asset class manager? Contact Ellwood.