US Corporate Bonds Investment Grade

Mandate Profile:

  • Investor: German Foundation
  • Investment Universe: US Corporate Bonds Investment Grade, Off-Benchmark allocations in Non-USD Corporate Bonds Investment Grade and Global High Yield Corporate Bonds are possible
  • Investment Restrictions: the portfolio has to be in compliance with the clients’ ESG exclusion list (will be provided at a later stage), maximum of 5% exposure in Non-Investment Grade Bonds (minimum rating BB-)
  • Benchmark: e.g. Bloomberg Barclays US Aggregate Corporate Index
  • Tracking Error: not restricted
  • Currency Hedging: unhedged (Non-USD exposure hedged to USD)
  • Derivatives: allowed
  • Investment Style: active, long-only
  • Investment Vehicle: segregated account (German “Spezialfonds”)

Deadline: Friday, November 2nd, 2018 (COB)