Emerging Markets Debt

Investment Strategy

At AUIM, portfolios are managed under a uniform investment philosophy driven by a seasoned group of investment and risk management professionals. Performing in a team-oriented environment, we focus on fundamentals, positioning, technicals, and valuation throughout each step of the investment process. Our process incorporates a combination of both top-down country selection and bottom-up security selection. Our primary investment strategy is to achieve a high level of current income and capital appreciation while taking a level of risk that is acceptable to our clients.

Our emerging markets debt strategy invests primarily in sovereign, corporate, and other debt instruments denominated in the U.S. dollar, and in derivative products that provide underlying exposure to similar instruments. We consider a sovereign an emerging market based on the selection criteria established for the JP Morgan EMBI Global Diversified Index. Additionally, we may also consider sovereigns as emerging market countries, based on their development stage and credit ratings.

Key Facts

$591 million USD

Strategy AUM

$106 billion USD

Firm AUM

Strategy Objective

To achieve a competitive total return through investment in the fixed income securities of sovereign, government-related, and corproate issues located in emerging countries. The Composite is compared to the JP Morgan EM Bond Index Global Diversified.

As of 09/30/2017

Emerging Markets Debt Institutional Fact Sheet

Click here to open the latest Emerging Markets Debt Commentary.

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Composite Disclosures

Click here to download the Emerging Markets Debt Global Diversified GIPS® Composite Disclosures.

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Portfolio Management Bios

Click here to download bios for the Emerging Markets Debt Portfolio Management Team.

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Aegon USA Investment Management, LLC, (AUIM) is a U.S.-based investment adviser registered with the Securities and Exchange Commission (SEC) and a member company of Aegon Asset Management, the global investment management brand of the Aegon Group.