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Market Factor Sustainable Fixed Income

QRG Fixed Income Quantitative Portfolios

Fixed Income QPs are designed to generate a predictable income stream and low sensitivity to rising interest rates.

Strategies

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Corporate Ladders
1 – 5 Year
The Quantitative Portfolio: 1-5 Yr Corporate Ladder Managed Account portfolio is constructed to generate consistent income and provide low sensitivity to rising interest rates. The portfolio is a "ladder" of bonds that mature at regular intervals, and is designed to consist of approximately five annual allotments. The strategy implements only investment-grade credit securities with a BBB or higher rating, and is managed in essentially a buy-and-hold approach.
Minimum Investment:$100,000
Benchmark:Bloomberg US Credit 1-5 Years TR
Inception Date:2/7/2023
1 – 10 Year
The Quantitative Portfolio: 1-10 Yr Corporate Ladder Managed Account portfolio is constructed to generate consistent income and provide low sensitivity to rising interest rates. The portfolio is a "ladder" of bonds that mature at regular intervals, and is designed to consist of approximately ten annual allotments. The strategy implements only investment-grade credit securities with a BBB or higher rating, and is managed in essentially a buy-and-hold approach.
Minimum Investment:$100,000
Benchmark:BofA Merrill Lynch 1-10 Year AAA-A US Corporate TR
Inception Date:7/27/2022
Municipal Ladders
1 – 5 Year
The Quantitative Portfolio: 1-5 Yr Municipal Ladder Managed Account portfolio is constructed to generate consistent income and low sensitivity to rising interest rates. The portfolio is a "ladder" of municipal bonds that mature at regular intervals, and is designed to consist of approximately five annual allotments. The strategy implements only investment-grade municipal securities with a BBB or higher rating, and is managed using essentially a buy-and-hold approach.
Minimum Investment:$125,000
Benchmark:Bloomberg Municipal Managed Money Short Term 1-5 Year
Inception Date:6/1/2023
1 – 10 Year
The Quantitative Portfolio: 1-10 Yr Municipal Ladder Managed Account portfolio is constructed to generate consistent income and low sensitivity to rising interest rates. The portfolio is a "ladder" of municipal bonds that mature at regular intervals, and is designed to consist of approximately ten annual allotments. The strategy implements only investment-grade municipal securities with a BBB or higher rating, and is managed using essentially a buy-and-hold approach.
Minimum Investment:$125,000
Benchmark:Bloomberg Municipal Managed Money Short/Intermediate(1-10YR)
Inception Date:7/27/2022
Treasury Ladders
Short Term
The Quantitative Portfolio: Short-Term U.S. Treasury Ladder Managed Account portfolio is constructed to generate consistent income and low sensitivity to rising interest rates. The portfolio is a "ladder" of U.S. Treasury bonds that mature at regular intervals, and is designed to consist of up to five annual allotments. The strategy is managed using essentially a buy-and-hold approach.
Minimum Investment:$125,000
Benchmark:Bloomberg 1-5 Yr Treasury TR USD
Inception Date:6/1/2023

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