SLC Management and its affiliated investment managers will offer their alternative investment strategies to the U.S. high net worth market.
Helping investors meet their current cash flow and future capital appreciation goals.
Unlimited access to our bond offerings and dedicated, personal support
Customized portfolios selected and managed by professional managers
Partnering with select institutional managers
Expert advice, ongoing trade support, and transparent pricing
An emphasis on solid investment disciplines and specific asset classes
April 15, 2024
April 03, 2024
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Investment Objective and Strategy
AAM's Core Plus Bond Strategy (CPB) seeks to provide investors above average income with a secondary emphasis on capital preservation. The strategy invests predominantly in investment-grade, taxable fixed income securities.
Investment Process
Disciplined. Research-based. Focused on finding value while managing risk.
AAM’s Core Plus Bond Strategy is actively managed by a committee of investment professionals. Top-down economic analysis is employed to determine the portfolio's duration target while bottom-up valuation is utilized for security selection and portfolio construction. The management team actively seeks opportunities for improving income and risk-adjusted returns through fundamental analysis, rigorous security selection and portfolio diversification.
AAM utilizes a four-step process for portfolio construction:
Under normal conditions, AAM will seek to invest strategy assets in accordance with the investment objectives as stated above. Unusual market conditions, special instructions and/or account restrictions may cause individual accounts to exhibit characteristics outside of the stated objectives and may impact our ability to achieve stated objectives.
The Core Plus Bond Strategy is different than AAM’s Core Plus Strategy. The Core Plus Bond Strategy invests predominantly in fixed income securities and generally does not invest in alternative income producing assets whereas the Core Plus Strategy includes investments in alternative income producing assets. The Core Plus Bond Strategy is available to financial professionals using the Envestnet platform.
See the ADV for Advisors Asset Management, Inc. for more information about the firm, fees, strategies and related risks. The results and portfolios for individual portfolios may vary. Investment returns and principal value will fluctuate and there can be no assurance that any strategy’s objective will be achieved.
The Bloomberg U.S. Aggregate Bond Index represents securities that are investment grade, taxable, and dollar denominated. The index covers the U.S. investment grade fixed rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities.
Principal Risks: Fixed income securities are subject to certain risks including, but not limited to: Interest rate risk is the danger that changes in interest rates may cause a decline in the market value of an investment. Credit risk is the risk that the bond issuer may not be able to pay interest or return principal due to changes in the financial condition of the issuer, borrower, counterparty, or underlying collateral. Market risk, or systematic risk, is the risk that results from the characteristic behavior of an entire market or asset class. Below investment grade securities, also known as high yield or junk securities, may be considered speculative and may be subject to greater market and credit risks. Accordingly, the risk of default may be higher than with investment grade securities. In addition, these securities may be more sensitive to interest rate changes and may be more likely to make early returns of principal. AAA, AA, A, and BBB are investment grade ratings; BB, B, CCC/CC/C and D are below-investment grade ratings. Prepayment risk is the risk that debt issuers may repay or refinance their loans or obligations earlier than anticipated. Duration risk measures the sensitivity of a bond’s price to a one percent change in interest rates. The higher a bond’s duration, the greater its sensitivity to interest rates changes.
CRN: 2022-1128-10482 R Link 7436
Brian Gilbert
SVP,Portfolio Manager
Years of experience: 25-plus
Fixed Income
Income-Producing
Equity
Chris Genovese
Managing Director, Asset Management Solutions
Direct: 631.390.2242
Toll Free: 888.455.2663 ext. 1
Email: SMAHelp@aamlive.com