US Core Bond Strategy
Trillium offers a well-diversified, actively-managed, US-core bond strategy — managed for all market environments.
During portfolio construction, we develop a model portfolio, with a laddered approach, where we invest in issues across the duration spectrum in order to achieve our overall duration target. This may lead to differences in concentration at certain duration ranges depending on our target.
High Credit Quality
Agency and municipal bonds selected in part based on positive aspects of funding provided: education, sanitation, clean energy, etc.
Proactively includes "Green Bond" exposure, including World Bank and IFC Green Bonds
Types of Fixed-Income Investments
Agency and municipal bonds are selected with positive aspects of funding provided: education, sanitation, clean energy*
Corporate bonds are selected based on the ESG profile of the issuing company. The portfolio typically holds bond until maturity or call, with less than 25% turnover per year
Structured notes at attractive Option Adjusted Spreads can be used to enhance yield and protect against rising rates
Market sector targets
Credit quality goals
Typical position range is between 5-10%
Max position size of 15%