
Fixed Income Ladder
Investment Objective
The Bright Fixed Income Ladder has a dual mandate of income generation and capital preservation.
Investment Overview
Staggering maturities across a short duration allows the strategy to effectively manage interest rate volatility while generating a steady stream of income. The ladders are built with domestic debt securities, focusing primarily on U.S. sovereign debt offerings but also open to Certificates of Deposits from banks with strong balance sheets and high quality corporate debt.
Portfolio Managers
Mark Riefer, CKA Josh Barlow, CFA
Characteristics
Maturity Range: 1 to 3 years
Duration Target: 1.5 to 2
Credit Universe: Investment Grade
Inception Date: 1/1/2022
Reach out to learn more about this strategy