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Investment Management Strategies

 
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Client-Focused, Aware’s Active Strategies Offer a Tailored, Global, Approach to Achieve Your Risk-Adjusted Return Needs.

Investment management strategies based on in-depth research combined with diligent risk management to create opportunity for greater expected return.

Core Bond objective is to outperform its benchmark by balancing portfolio liquidity with spread enhancement. For diversification, a broad number of securities are used to minimize risk. To achieve this objective, the strategy will, generally, invest in US Treasury, Government related, Global Credit, Commercial Mortgage Backed, Residential Mortgage Backed, and Asset Backed securities. Aware Asset Management believes this strategy presents attractive attributes for risk-aware investors.

Inception Date:  January 2012*

Strategy Assets:  $841M**

Country Exposure:  Developed Markets with a bias towards U.S. and Canada

Benchmark:  Bloomberg Barclays Aggregate Index

 

Intermediate Credit Bond objective is to outperform its benchmark while enhancing yield. For diversification, a broad number of securities are used to minimize risk. To achieve this objective, the strategy will focus on identifying credit opportunities, across the globe, that are adequately compensated, and creating a portfolio with a risk profile that is similar to or less than the benchmark. Generally, investing in Global Corporate, US and Sovereign Government, and Structured securities. Aware Asset Management believes this strategy presents attractive attributes for investors with an income focus.

Inception Date:  January 2014*

Strategy Assets:  $761M**

Country Exposure:  Developed Markets with a bias towards U.S. and Canada

Benchmark:  Bloomberg Barclays Intermediate Credit Index

 

Structured Opportunity objective is to outperform its benchmark by combining current income and capital appreciation through investing within the structured product universe. To achieve this objective, the structured opportunities strategy may invest in Asset Backed, Commercial Mortgage Backed, and Residential Mortgage Backed securities. Aware Asset Management believes this strategy presents attractive attributes for income-oriented investors.

Inception Date:  march 2018

Strategy Assets:  $225M**

Country Exposure:  U.S.

Benchmark:  3 month libor

Aware Ultra-Short Duration Enhanced Income Fund Information is available at http://www.awareetf.com 

* Strategy history ported for periods prior to Aware commencing operations
** As of March 31, 2019; amounts rounded

 


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