CORE Strategy

IBN Asset Management’s most sophisticated approach to fixed income.

We believe that leveraging all investment options available in a client’s investment policy is the most effective way to ensure that they are maximizing their potential in their fixed income portfolios.

There are a variety of options available to institutional entities today, ranging from ultra credit safe US Treasury bonds to overnight Money Market funds and many others.

At IBN Asset Management, we believe that creating synergy between your team of finance specialists and our portfolio managers, paired with our industry relationships and decades of fixed income portfolio experience will provide entities with an unmatched experience.

Total Return

This strategy seeks total income, both capital appreciation and income that exceeds the benchmark. This is achieved by utilizing all investment options available to the client.

Diversification

This strategy utilizes securities across the entire spectrum of what is allowed per the client’s investment policy or permitted investments. This diversification mitigates market risk and allows the strategy to take advantage of many different sector’s advantages.

Customization

All parameters of the investment strategy can be customized to suit a variety of needs. Activity level, investment allocation, overall portfolio duration and more are fluid to move as needed.

Passive vs. Active Management

IBNAM offers this strategy in only an active management style.

Passive strategies are initially setup and portfolio makeup will remain relatively unchanged unless directed by the client for the duration of the contract. This management style is typically better suited for accounts that require less oversight and see less activity. Active management is just that, account managers will actively monitor the account for potential improvements and will act on those opportunities to increase portfolio return, provide additional degrees of safety, and mitigate potential risks. Fees are typically higher than passive strategies, but come with a great deal of benefits. Due to the nature of this strategy, only an active management style is offered.