Stable Income


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. We begin our investment process with fundamental independent bottom-up research of security and sector, which is shared amongst our global partners and between different asset classes to fully leverage resources and provide optimal value to our clients. We strive to exploit inherent inefficiencies of the market and outperform the benchmark throughout the credit cycle.

AUIM's most valuable attribute is the result of rigorous independent bottom-up credit research. Concentration is given to specific industries across the credit spectrum, as we seek to capitalize oninefficiencies within the cap structure. A thorough understanding of the entire competitive landscape allows us to evaluate strategic positioning of a credit and effectively measure the impending upside, limiting the downside performance risk. For structured products, we focus on securities with superior and predictable collateral, and transparent and robust structures. We conduct proprietary and intensive modeling and stress testing for principal protection and performance. Loan underwriter, servicer, and issuer track records are also closely scrutinized.

Both top-down and bottom-up information is shared amongst our global partners and between different fixed income asset classes to fully leverage resources and provide optimal value to our clients. We strive to exploit inherent inefficiencies of the market and outperform the benchmark, while simultaneously adhering to our rigorous investment standards.

Key Facts

$51 million USD

Strategy AUM

$114 billion USD

Firm AUM

Strategy Objective

To consistently outperform the benchmark

As of 3/31/2017

Stable Income Institutional Fact Sheet

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Composite Disclosures

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Portfolio Management Bios

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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 division of the Aegon Group.