We use fixed income benchmarks

The primary goal of our Core Investment-Grade Fixed Income strategies are to structure and manage bond portfolios to match or exceed the return of a fixed income benchmark. The benchmark must be both appropriate and representative of the client’s individual investment objective. These strategies and common benchmark indices include:

  • Limited Duration Strategies: (Bloomberg Barclays 1-3 Year Government/Credit and Bloomberg Barclays 1-5 Year Government/Credit)
  • Intermediate Duration: (Bloomberg Barclays 1-10 Year Government/Credit and Bloomberg Barclays Intermediate Aggregate)
  • Broad Market: (Bloomberg Barclays Government/Credit and Bloomberg Barclays Aggregate)

Our team applies a consistent investment philosophystrategy, and process when establishing and managing our clients’ individual portfolios.  Importantly, the distinguishing characteristic among each strategy is the universe of bonds constituting the benchmark index.  Portfolio selection is confined by the chosen benchmark index.

Individual client objectives and guidelines also help us to make each determination. Our investment management team ensures there is a suitable match between the client objectives and the benchmark index.

Though our approach is a highly customized one, JB Investment Management maintains consistency among portfolios – duration bias, sector exposure, quality profile, and credit selection are uniformly applied across each strategy.

In addition to or Core Investment Grade product JB Investment Management also offers the following strategies:

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Phone: 262.439.2100
Fax: 262.439.2101

JB Investment
Management, LLC

13890 Bishops Drive,
Suite 350
Brookfield, WI 53005
United States of America

info[at]jbinvest.com