Strategy Inception
2017
Strategy AUM (USD)
$1.29 B
As of 04/30/2024
We pursue opportunities by following a systematic, repeatable process that’s driven by fundamental research. This research-driven approach is complemented by proprietary quantitative models and tools designed to increase the team’s efficiency.
Outlook
Integrates analysis of economy, markets and policies to establish top-down views on global economic growth, inflation, central bank policies and interest rates
Asset Allocation
Considers economic fundamentals and technical rich/cheap sector analysis to determine relative value
Expected return scenario calculations converted to information ratios and ranked by relative attractiveness
Security Selection
Analysts identify attractive issues through deep fundamental research based on sector-specific analytic frameworks
Portfolio managers, analysts and traders collaborate to manage sector exposures, issuer weights and security selection
Risk Management
Risk Management team independently reviews portfolio holdings’ compliance with risk budgets
Proprietary tools help test and monitor portfolio exposures, apply scenario analysis and evaluate potential trades
Managed by a veteran team who average more than 30+ years’ experience
Features expertise fixed income sectors
Complemented by experts in risk analysis and quantitative research
Portfolio Managers
Firm Start
2009
Industry Start
1986
Firm Start
2021
Industry Start
1990
| Average Industry Experience | 30+ Years |
| Assets Under Management | $1.29 B USD As of 04/30/2024 |
| Location | City, ST |
Cross-Discipline Support
Client Portfolio Managers
Quantitative Research and Modeling
Takeaways
Globally diversified sources of risk and return
Balanced approach emphasizing sector rotation and bottom-up security selection
Pursuit of positive total returns with low correlations to equities
Sources: Bloomberg Index Services Ltd, FactSet
Diversification does not assure a profit nor does it protect against loss of principal.
Risk management does not imply no risk.
Many of American Century’s investment strategies incorporate sustainability factors, using environmental, social, and/or governance (ESG) data, into their investment processes in addition to traditional financial analysis. However, when doing so, the portfolio managers may not consider sustainability-related factors with respect to every investment decision and, even when such factors are considered, they may conclude that other attributes of an investment outweigh sustainability factors when making decisions for the portfolio. The incorporation of sustainability factors may limit the investment opportunities available to a portfolio, and the portfolio may or may not outperform those investment strategies that do not incorporate sustainability factors. ESG data used by the portfolio managers often lacks standardization, consistency, and transparency, and for certain companies such data may not be available, complete, or accurate.
Sustainable Investing Definitions:
Integrated: An investment strategy that integrates sustainability-related factors aims to make investment decisions through the analysis of sustainability factors alongside other financial variables in an effort to make more informed investment decisions. A portfolio that incorporates sustainability factors may or may not outperform those investment strategies that do not incorporate sustainability factors. Portfolio managers have ultimate discretion in how sustainability factors may impact a portfolio’s holdings, and depending on their analysis, investment decisions may not be affected by sustainability factors.
Sustainability Focused: A sustainability-focused investment strategy seeks to invest, under normal market conditions, in securities that meet certain sustainability-related criteria or standards in an effort to promote sustainable characteristics, in addition to seeking superior, long-term, risk-adjusted returns. Alternatively, or in addition to traditional financial analysis, the investment strategy may filter its investment universe by excluding certain securities, industry, or sectors based on sustainability factors and/or business activities that do not meet specific values or norms. A sustainability focus may limit the investment opportunities available to a portfolio. Therefore, the portfolio may underperform or perform differently than other portfolios that do not have a sustainability investment focus. Sustainability-focused investment strategies include but are not limited to exclusionary, positive screening, best-in-class, best-in-progress, thematic, and impact approaches.
This is marketing material. This information is intended to be general in nature and is not personal financial product advice. Any advice contained here is general advice only and has been prepared without considering the investment objectives, financial situation or particular needs of any particular person. Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your investment objectives, financial situation and needs. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. American Century nor any of their related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accept any liability to any person who relies on it.