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 United States Aggregate Bond Index
Key Facts - Part 2
Strategy Inception Date
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
31 years of experience
Denis Doherty, CFA
Senior Vice President
Senior Portfolio Manager, Head of Managed Accounts Group

joined Federated
31 years of experience

Characteristics

Commentary

Documents