INCOME & LIQUIDITY

Fixed income

Fixed-income and cash-equivalent opportunities considered for income and portfolio liquidity.

Illustrative financial documents and a pen on a naturally lit desk

OVERVIEW

What this involves.

We evaluate fixed-income and cash-equivalent investments alongside other strategies. The suitability of each instrument depends on its issuer, term, liquidity and the needs of the product.

Our approach

Selection balances the expected income with credit quality, access to funds and the time until maturity.

THINGS TO KNOW

Fixed income does not mean risk-free. Issuers can default, market values can fall and inflation can reduce purchasing power. Returns may change and capital is at risk.

Read risk disclosure ↗

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