• Our Fixed Income Capabilities

Fixed Income

"We believe that utilizing the right fixed income strategy, at the right time and at the right price can provide institutional investors attractive, long-term results while preserving capital."

Blaine Pho, CFA
Senior Vice-President, Fixed Income

Why Greystone

We have been building and managing Canadian fixed income portfolios since our founding in 1988. We manage multiple strategies in addition to universe mandates, including credit strategies, “plus” strategies and liability-driven investing strategies, which gives us breadth and knowledge to understand the markets and meet our clients’ diverse needs. Moreover, we draw on Greystone’s other investment teams, including our Greystone Portfolio Risk Solutions team and our in-house actuaries, as additional resources in delivering solutions for our clients.

Related Links

> Our Fixed Income Team
> Historical Performance

Behind the Bonds (Video Series)
Private Debt for Core Plus - Risk Implications

ViewPoint: Adding Stable Yield to Fixed Income Portfolios
Blaine Pho, Chief Investment Officer, Fixed Income shares his thoughts on how institutional investors can utilize different strategies to improve yield portfolio.

For More Thought Leadership >>

Philosophy

The right strategy, at the right time and the right price.

We believe in pursuing an active, multi-strategy fixed income approach that applies the right strategy, at the right time, and at the right price. We believe this allows us the tactical flexibility to benefit through all market conditions, and produce superior risk-adjusted returns over time.

Process

We actively manage our fixed income portfolios, using a combination of fundamental and technical analysis. Our multi-strategy approach aims to add value by targeting duration management, sector allocation and security selection. Fundamental analysis seeks to identify the current stage of the interest rate and credit cycle by examining economic and monetary conditions. This outlook sets the bias for interest rate, yield curve and credit positioning. Technical analysis examines the supply and demand factors that are barometers of investor sentiment, allowing us to appropriately scale risk around our fundamental bias.

 

Greystone Fixed Income Funds

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