You shouldn’t have to worry about missing out on financial gain due to impersonal investing. We customize our strategies to match your objectives, risk tolerance, liquidity requirements, and marginal tax rates to optimize your total return. Our strategies can be used either to create a stand-alone portfolio or as an overlay to your fixed-income portfolio already managed by SAC.
Our global strategies take advantage of international equity and sovereign debt markets by using our global “top-down” view of and “bottom-up” approach to debt and equity analysis.
Our goal with the enhanced fixed income strategy is to provide stable income, principal protection, and an opportunity for long-term capital appreciation. The strategy allows you to diversify your portfolios into high-quality fixed income, international equities, commodities, and forex of investment opportunities all over the world.
The enhanced fixed income equity approach:
Our top-down duration management is maintained within a band relative to the benchmark. Decision-making points that determine band optimization are based on
These factors are combined with your guidelines, diversification requirements, and portfolio benchmarks.
Our senior portfolio managers actively manage bottom-up yield curve exposure using quantitative swap models based on the criteria below in the context of our top-down view.
Using a forward-looking approach, we identify, analyze, quantify, and prioritize the types of risk affecting portfolio investments across four dimensions: bottom-up, core, tail and liquidity risk.
To do this, we: