Asset Management

The Social Choice Bond investment strategy seeks a favorable a long-term total return through income that is consistent with preserving capital, primarily from investment-grade, fixed-income securities while giving special consideration to social criteria.

The Social Choice Bond investment strategy focuses primarily on undervalued, investment-grade securities and seeks to add value through sector allocation, yield-curve positioning, pro-active social investments, and security selection. The strategy utilizes extensive and rigorous research to identify undervalued securities.

The portfolio manager uses MSCI USA Investable Market Index (IMI) ESG Index as its eligible public company universe. To build the portfolio, the team assesses macroeconomic factors, determines sector weightings, evaluates fixed income fundamentals, applies screens, and makes proactive social investments.

Related Professionals

Stephen Liberatore

Stephen Liberatore 

CFA, Managing Director,
Global Public Markets

Joseph Higgins

Joseph Higgins 

CFA, Managing Director,
Global Public Markets

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