Core Aggregate Fixed Income

Managed AccountsIntermediate Bond

Overview

 
STRATEGY

A composite of separately managed account portfolios managed to the Bloomberg Barclays U.S. Aggregate Bond Index with authorization to use Federated Managed Account Pools (MAPs). MAPs are zero-fee mutual funds specifically designed for use with Federated managed accounts. Generally, primary sector MAPs are used strategically and secondary sector MAPs are used opportunistically. For this strategy, corporate and mortgage MAPs are primary and international and high yield are secondary.

KEY FACTS
Key Facts - Part 1
Benchmark Bloomberg Barclays U.S. Aggregate Bond Index
Key Facts - Part 2
Strategy Inception Date April 1 1992
Managed Accounts Pools (MAPs)

MAPs are unique asset class pools specifically designed for SMA strategies. They are registered investment companies with "zero" expense ratio (fees waived). MAPs are available only in conjunction with Federated Separate Accounts. The implementation of MAPs can be at the discretion of the financial advisor.

Specific Asset Class Pool Available:

  • BBB Corporate
  • Mortgage
  • High Yield
  • International
INVESTMENT GOALS Retirement
Income
MANAGERS
Robert Ostrowski, CFA
Executive Vice President
Chief Investment Officer for the Global Fixed Income Group
Senior Portfolio Manager

joined Federated
32 years of experience
Denis Doherty, CFA
Senior Vice President
Senior Portfolio Manager, Head of Managed Accounts Group

joined Federated
32 years of experience

Characteristics

 

Commentary

 

Documents

 
DISCLOSURES

Investment strategies described on this site are not necessarily available through every sponsor program. Please check with your Federated representative or your home office to ascertain accessibility.

For a detailed discussion of Managed Account strategies or to receive additional information, please Contact Us.

Issues discussed within this communication represent the investment manager's explanation of factors that were considered when executing transactions or holding specific securities on the prior date indicated. Because this is a managed portfolio, the investment mix will change and the holdings are not indicative of future portfolio composition. Marketplace conditions fluctuate suddenly and frequently, and investment manager's opinions may change. These comments are not intended to be and do not constitute recommendations that others buy, sell or hold any of the securities discussed. Opinions relate to the representative portfolio as of the date above and are subject to change.

Supplemental to the GIPS composite found on this website in the Performance Profile found in the Documents section.

For printing purposes, this commentary must be accompanied by the full GIPS report.

Past performance is no guarantee of future results.

For additional information, including definitions of related terms and indexes, see the Financial Glossary and Benchmark Index Glossary.

Federated Investment Counseling