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

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