Fixed Income Strategies

CIS actively manages portfolios offering comprehensive taxable, tax-advantaged and international fixed income capabilities

CIS provides access to a diverse set of actively managed domestic and international fixed income opportunities across the maturity spectrum. Within investment grade fixed income, our strategies span the risk spectrum, offering capital preservation risk-adjusted, after tax total returns.

We would welcome an opportunity to provide additional information on our fixed income investment process and offerings, and we would be pleased to prepare a detailed analysis of your existing fixed income portfolio. Please contact us at: fixed@chiltontrust.com

  Risk Budget  

Liquidity Strategies
These capital preservation strategies aim to meet intermediate liquidity needs with a targeted duration of three years or less

  • Taxable Liquidity
  • Invests in sovereign government, supranational, corporate, and municipal securities
  • Tax-Advantaged Liquidity
  • Invests in tax-advantaged municipals
  • Crossover Liquidity
  • Provides the client with the flexibility to blend a portfolio with both tax-advantaged municipal and corporate fixed income securities customized to achieve diversification and tax-efficiency

Short/Intermediate/Long Strategies
These strategies invest in a range of actively managed US dollar denominated securities focused on capital preservation

  • Taxable Fixed
  • Diversified primarily across U.S. government, sovereign governments, taxable-municipal securities, supranational, sovereign and regional government agencies and global corporate bonds
  • Corporate Fixed
  • Invests in a range of fixed income securities in the global corporate sector denominated in USD
  • Tax-Advantaged Fixed
  • Offers both state-specific and general market tax-advantaged municipal portfolio options
  • Crossover Fixed
  • Provides the client with the flexibility to blend a portfolio with both tax-advantaged municipal and corporate fixed income securities customized to achieve diversification and tax efficiency

Global/International Strategies
These strategies invest in developed and developing markets fixed income securities with the goal of diversifying exposure across various currencies and interest rate curves

  • International Fixed
  • Includes exposure to sovereign government bonds as well as supranationals and global government agencies. This portfolio has limited USD exposure
  • Global Government
  • Includes exposure to sovereign government bonds as well as supranationals and global government agencies. This portfolio includes USD exposure
  • Global Inflation-Linked
  • Invests in government fixed income securities that offer the possibility of protection against the adverse consequences of changes in inflationary expectations. This portfolio includes USD exposure
  • Global Fixed
  • Includes exposure to sovereign government bonds as well as supranationals, global government agencies and global corporate fixed income. This portfolio includes USD exposure