Core Fixed Income
Disciplined approach to fundamental research and bottom-up security selection
Table of Contents
Overview
- Team of seasoned portfolio managers (25 years of experience on average) who have worked together through multiple market cycles
- Seek differentiated return stream with numerous alpha sources, including sector and security selection coupled with active yield curve management
- Focused on managing downside volatility versus the benchmark
- Ability to work collaboratively with clients to create extremely customized solutions
Characteristics & Performance
- Inception Date: 12/31/1985
- Strategy AUM as of June 30, 2024: $3.5B
- Benchmark: Bloomberg US Aggregate Bond Index
- Available vehicles: Institutional Separate Account, Collective Investment Trust
- Manage over $12.9B in stable value assets that fall under Intermediate and Core strategies
Investment Team
- Our investors are experienced professionals with demonstrated expertise across the investment grade market. All of our portfolios are managed on a team basis with consistent positioning deployed across strategies. The portfolio managers lead every aspect of the investment process – perform their own credit research, manage portfolio construction, and approve trade levels. Portfolio managers are also the main contacts for clients, and we strive to develop deep, collaborative relationships.
Meet the Team
Performance results are calculated in US dollars and reflect reinvestment of income and other earnings. Please visit https://www.jennison.com/gips-core-fixed-income-composite for the composite presentation which includes fee information and criteria for composite performance creation.