Fixed income products that reached a 3-year track record in 2019
5 March 2020

When seeking managers with certain expertise, consultants and investors often limit their searches or screens to managers that have reached certain milestones. Outside of asset class, benchmark, AUM, characteristic considerations and others, the length of manager track record is one of the main thresholds used.

A track record of at least three years is typically considered to be the minimum historical performance time frame needed for consultants and investors to assess a manager’s skill. The following fixed income strategies surpassed this three-year performance mark during 2019, according to the eVestment database.

Fixed income products that reached 3-year track record in 2019

 Firm NameProduct Name
1Addenda Capital Inc.Bonds - Short Term Corporate
2American Century InvestmentsEmerging Markets Debt - Total Return
3Aegon USA Investment Management, LLCAegon Short Duration High Yield
4Artesian Capital ManagementArtesian Corporate Bond Fund
5Baker Gilmore & Associates Inc.BGA Absolute Return Bond
6Chandler Asset ManagementIntermediate Corporate Bond Ladder
7First Principles Capital Management, LLC (FPCM)Tax-Exempt Cash Management
8Fidelity Institutional Asset ManagementAgency MBS
9HSBC Global Asset Management LimitedGlobal Lower Carbon Fixed Income
10Kohlberg Kravis Roberts & Co.Opportunistic Credit (Global Geographic Focus)
11Keystone Wealth AdvisorsHigh Yield AlphaRotation
12Lord, Abbett & Co. LLCUltra Short Bond
13Nuveen Asset Management, LLCLong (20-30 Yr) Corporate Bond (LDI)
14New York Life Investment Management LLCNew York Life Anchor Stable Value Fund
15Prytania Asset ManagementGalene (Investment Grade) FX hedged
16PGIM Fixed IncomePGIM Fixed Income US CLO Senior Debt
17PH&N Institutional (RBC Global Asset Management)PH&N Private Placement Corporate Debt
18Payden & RygelStable Value - Broad Intermediate
19Securian Asset Management, Inc.Securian AM Strategic Credit Income
20State Street Global AdvisorsSPDR Portfolio Corporate Bond ETF (SPBO)
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