Core Fixed Income

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Core Fixed Income

investment process

Strategy Highlights

Style: Core Fixed Income

Inception: 7/1/2002

Benchmark: Bloomberg US Aggregate Index

Approximately 40 issues
Duration neutral to Index
Standard allocation may include: governments, agencies, securitized, and corporate bonds
Bonds are investment grade at purchase

Investment Policy Committee

Jeff Porter, CFA Committee Chair

John Beaver, CFA

Brian Guild

John Corrigan, CFA

key documents

Core Fixed Income Strategy Card

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300