Sentences with phrase «investment grade credit portfolios»

Not exact matches

Cannon figures that the average credit quality of a the big banks lending portfolio probably falls halfway between high - yield debt and investment grade.

The fund can purchase securities of any credit quality, including those in default, but it will primarily invest in investment - grade debt, with no more than 20 % of the portfolio invested in junk bonds.

Each account will contain investment - grade taxable bonds rated BBB − or higher at time of purchase.2 The investment team will seek to maintain an overall portfolio credit rating average of A −.2 Please be aware that lower rated bonds do carry additional risk compared to higher rated bonds.

Variable Rate Demand Note Inventory and Remarketing PNC has a portfolio which approaches $ 8 billion and includes issues enhanced by letters of credit from investment grade commercial banks and insurance companies with bank liquidity facilities.

By contrast, high - quality bonds such as those found in investment - grade corporate funds like the iShares 1 - 3 Year Credit Bond ETF (CSJ A-89) and the iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD A-66), etc.), or in Treasury portfolios such as the iShares 1 - 3 Year Treasury Bond ETF (SHY A-97) or the iShares 10 - 20 Year Treasury Bond ETF (TLH B - 65), etc.) tend to buffer portfolio volatility to a much greatinvestment - grade corporate funds like the iShares 1 - 3 Year Credit Bond ETF (CSJ A-89) and the iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD A-66), etc.), or in Treasury portfolios such as the iShares 1 - 3 Year Treasury Bond ETF (SHY A-97) or the iShares 10 - 20 Year Treasury Bond ETF (TLH B - 65), etc.) tend to buffer portfolio volatility to a much greatInvestment Grade Corporate Bond ETF (LQD A-66), etc.), or in Treasury portfolios such as the iShares 1 - 3 Year Treasury Bond ETF (SHY A-97) or the iShares 10 - 20 Year Treasury Bond ETF (TLH B - 65), etc.) tend to buffer portfolio volatility to a much greater degree.

He joined Leith Wheeler from TD Bank in January 2009, where he'd spent the previous 10 years trading a proprietary bank portfolio of credit default swaps, investment grade and high yield bonds for TD in New York and London.

Adding a high quality, 100 % investment grade, sleeve such as the S&P U.S. High Quality Preferred Stock Index, into a preferred portfolio can improve portfolio credit quality which may mitigate the impact of a market sell off.

More importantly, 77 % of its total portfolio rent is from retail tenants characterized by service - driven businesses, non-discretionary industries, low price points, and / or investment grade - rated credit.

Liquid and UST funds also hold an equally good credit quality (investment grade AA / AAA) in their portfolios.

Prior to joining Wellington Management in 2003, Joe was a senior portfolio manager and head of US Fixed Income at State Street Global Advisors, working on a wide range of fixed income portfolios, including those concentrating on total return, mortgage - backed securities, non-dollar bonds, and investment grade credit (1996 — 2003).

In addition, these funds must invest primarily in investment - grade fixed - income securities, such that the average credit quality of the portfolio as a whole is investment grade (BBB or equivalent rating or higher) and not more than 25 % of the portfolio's holdings are invested in high yield fixed income securities.

Therefore, Cerulli says, within the context of high - quality fixed - income portfolios, insurers will «generally try to add credit risk on the margin, taking advantage of an individual credit falling a notch or two either within the investment - grade universe, or into the upper reaches of high - yield / non-investment-grade spectrum.»

In the next few blogs, we will detail our approach to and back - tested results of employing credit spread (value) and volatility as factors in order to systematically construct a portfolio of U.S. investment - grade corporate bonds.

For investors willing to accept an incrementally higher level of credit risk with a portfolio of one - to three - year investment - grade bonds, CSJ offers a yield advantage of 56 basis points over SHY.

With a portfolio composed of investment - grade debt from corporate, sovereign and supranational issuers with three - year maximum maturities, the iShares 1 - 3 Year Credit Bond ETF (NYSEARCA: CSJ) aims to offer a higher distribution yield than comparable all - Treasury funds, but it does have a marginally higher creditCredit Bond ETF (NYSEARCA: CSJ) aims to offer a higher distribution yield than comparable all - Treasury funds, but it does have a marginally higher creditcredit risk.

Seeks to generate higher levels of income by having the flexibility to invest a portion of the portfolio in lower credit quality investment - grade bonds2

The inclusion of lower credit quality investment grade bonds may introduce additional risk for the portfolio.

He manages multi-sector portfolios with added specialization in long credit, investment grade credit and unconstrained bond portfolios.

At ING, he was the head of investment grade corporate credit, responsible for investment grade corporate credit as well as collaterized loan obligation and synthetic collateralized debt obligation investment portfolios.

Kyle is a Vice President of SSGA and a Portfolio Manager in the Fixed Income Beta Solutions group where he manages high yield and investment grade credit ETFs and separate accounts.

The fund primarily invests in a diversified portfolio of investment grade debt instruments of varying maturities and is designed to track the performance of the Barclays U.S. Government / Credit 1 - 5 Years Index.