United StatesUnited States Institutional Investor

Core Plus Bond Strategy

A diversified, multi-sector bond strategy that provides broad fixed income exposure to core and plus sectors in a single portfolio solution targeting attractive income and total returns.

Capital at risk. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.

Information regarding key risk considerations for this Impax strategy can be viewed here.

AUM
As of 30th September 2024
US$99m
Holdings
263
Launch date
May 2020
Portfolio managers
Tony Trzcinka, CFA®
Peter Schwab, CFA®
Asset class
Investment Grade and High Yield Fixed Income

Overview

A diversified, multi-sector bond strategy that provides broad fixed income exposure to core and plus sectors in a single portfolio solution targeting attractive income and total returns.

Integrated Multi-Sector Portfolio

Top-down, dynamic asset allocation is combined with bottom-up security selection to select high quality core bonds with flexibility to invest up to 30% in plus sectors like high yield and emerging market debt 

Credit Expertise

A team of seasoned credit professionals meticulously evaluate each investment using a disciplined and repeatable process that combines rigorous research, quantitative analysis and quantitative insights.

Sustainability Integration

Our Sustainability Framework for Fixed Income helps to identify and manage sustainability risks across a broad range of sectors

Portfolio Management Team

Anthony Trzcinka, CFA®

Senior Portfolio Manager

Anthony is a co-Portfolio Manager for the Impax Core Plus Bond strategy, the Portfolio Manager for the Impax Core Bond strategy and is also a member of the Multi-Asset Sustainable Allocation team. Tony has been managing multi-sector strategies for over two decades and has deep expertise in various sectors including corporate credits, structured products and impact bonds.

Prior to working at Impax, Tony spent three years as an Assistant Vice President at AEW Capital Management, a $90 billion Boston-based asset manager where he focused on analysis of public and private debt.

Tony is a CFA® charterholder and a member of the CFA Society Boston. He has an MBA from Northeastern University and a bachelor’s degree from the University of Massachusetts Amherst.

Authored Insights

Innovating for impact: Impax and the World Bank

From empowering women to improving access to clean water and reducing emissions, our collaboration with the World Bank has produced fixed income securities targeting gender and climate-related goals

19 May 2023
View More

Peter Schwab, CFA®

Senior Portfolio Manager

Peter joined Impax Asset Management in 2015 and is a co-Portfolio Manager for the Impax Core Plus Bond strategy, a co-Portfolio Manager of the Impax High Yield Bond strategy and is also a member of the Multi-Asset Sustainable Allocation team.

Peter started his career in 1996 as an investment associate at Putnam Investments, where he remained for two years, before attending business school. After an internship at Donaldson Lufkin & Jenrette in 1999, Peter joined Goldman Sachs Asset Management where he progressed to the role of Managing Director on the high yield bond and leveraged loan team.

Peter earned a bachelor’s degree in history and economics from Union College, and gained an MBA from Columbia Business School. He is a CFA® charterholder and holds FINRA Series 7 and 63 registrations. Peter is also a member of the New York Society of Security Analysts and a registered representative of Foreside Financial Services

Authored Insights

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Risk Warning

Capital at risk. The value of investments may go up or down and is not guaranteed.