INVESTMENT PROCESS
Active investing along the yield curve is as much art as it is science. In today’s complex and constantly changing markets, forecasting yields has become somewhat of an art form.
No simple econometric model or relationship has the power to predict changes to the yield curve. We rely on analysis of fundamental and technical factors affecting the economy and the bond market to forecast changes to the shape and level of the yield curve.
Translating that forecast into portfolios that will generate superior performance, can rely more on science – we use proprietary computational tools to derive optimal portfolio structures.
Our active process of managing the duration of a portfolio involves consideration of a clients constraints and desired level of risk.
INVESTMENT
PROCESS
Active investing along the yield curve is as much art as it is science. In today’s complex and constantly changing markets, forecasting yields has become somewhat of an art form.
No simple econometric model or relationship has the power to predict changes to the yield curve. We rely on analysis of fundamental and technical factors affecting the economy and the bond market to forecast changes to the shape and level of the yield curve.
Translating that forecast into portfolios that will generate superior performance, can rely more on science – we use proprietary computational tools to derive optimal portfolio structures.
Our active process of managing the duration of a portfolio involves consideration of a clients constraints and desired level of risk.
LORICA
Fixed Income Specialist
Funds, Seg. Acts. and UMA/SMA
100% Employee-Owned
SITE MAP
Who We Are - How We Invest
Our Strategies - Our Platforms
Where to Find Us
LORICA
Fixed Income Specialist
Funds, Seg. Acts. and UMA/SMA
100% Employee-Owned
SITE MAP
Who We Are - How We Invest
Our Strategies - Our Platforms
Where to Find Us