At Rochdale, we strive to identify strategies that meet the income needs of high net worth client portfolios. Our Fixed Income methodology, which focuses on preserving capital and generating an appropriate yield, is our framework to identifying attractive yield opportunities and to building fixed income portfolios through specific security selection. Analysts devote time to identifying non-traditional fixed income opportunities that add value in the portfolio allocation process beyond a client’s core fixed income holdings.
Our Strategic Fixed Income Allocation Factors Include:
- Economic Factor Analysis
- Issuer and Economic Sector Diversification
- Company Credit Quality Analysis
- Maturity and Call Diversification
- Taxable, Tax-Exempt, and AMT Suitability
- Tax Gain and Loss Management
Investment Grade Fixed Income
The goal of our Investment Grade methodology is to select attractive bonds along the yield curve and tailor fixed income portfolio characteristics to achieve private client intelligently personalized investment and cash flow needs. Focus is on risk minimization.
High Yield Fixed Income
The goal of our High Yield methodology is to diversify fixed income holdings with higher yielding corporate bonds, bank loan notes, and select structured assets. High Yield can enhance portfolio risk and return characteristics while introducing a new source of fixed income beta. Focus is on actively managing exposure to high yield within an economic cycle.
International Trade Fixed Income
The growth of trade and the velocity of global imports and exports have created the opportunity for private clients to access higher yielding fixed income opportunities through lending transactions in the trade finance markets.