Investment Products

Baird Advisors applies its time-tested, disciplined investment process in managing client portfolios to fixed income benchmarks across the duration spectrum.

Investment Products


Strategies

Ultra Short Bond Fund icon: toggle

The investment objective of the Ultra Short Bond Portfolio Strategy is to seek current income consistent with the preservation of capital. The strategy’s benchmark is the Barclays U.S. Short-Term Government/Corporate Index. The Barclays U.S. Short-Term Government/Corporate Index tracks the performance of U.S. government and corporate bonds rated investment grade or better, with maturities of less than one year.

Short Term Bond icon: toggle

The investment objective of the Short-Term Bond Portfolio Strategy is to seek an annual rate of total return, before expenses, greater than the annual rate of total return of the Barclays 1-3 Year U.S. Government/Credit Bond Index. The Barclays 1-3 Year U.S. Government/Credit Bond Index is an unmanaged, market-value-weighted index of investment-grade, fixed-rate debt, including government and corporate securities, with maturities between one and three years.

Intermediate Bond icon: toggle

The investment objective of the Intermediate Bond Portfolio Strategy is to seek an annual rate of total return, before expenses, greater than the annual rate of total return of the Barclays Intermediate U.S. Government/Credit Bond Index. The Barclays Intermediate U.S. Government/Credit Bond Index is an unmanaged, market-value-weighted index of investment-grade, fixed-rate debt, including government and corporate securities, with maturities between one and ten years.

Intermediate Municipal Bond icon: toggle

The primary investment objective of the Intermediate Municipal Bond Portfolio Strategy is to seek current income that is substantially exempt from federal income tax. A secondary objective is to seek total return with relatively low volatility of principal. The Intermediate Municipal Bond Portfolio Strategy uses the Barclays 7-Year General Obligation Bond Index as its benchmark. The Barclays 7-Year General Obligation Bond Index is an unmanaged, market-value-weighted index consisting of investment-grade state and local general obligation bonds that have been issued as part of an offering of at least $50 million; have a minimum amount outstanding of at least $5 million; have been issued within the last five years; and have a maturity of six to eight years.

Aggregate Bond icon: toggle

The investment objective of the Aggregate Bond Portfolio Strategy is to seek an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Barclays U.S. Aggregate Bond Index. The Barclays U.S. Aggregate Bond Index is an unmanaged, market-value-weighted index of investment-grade, fixed-rate debt issues, including government, corporate, asset-backed, and mortgage-backed securities, with maturities of at least one year.

Core Plus Bond icon: toggle

The investment objective of the Core Plus Bond Portfolio Strategy is to seek an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Barclays U.S. Universal Bond Index. The Barclays U.S. Universal Bond Index is an unmanaged, market-value-weighted index of fixed income securities issued in U.S. dollars, including U.S. government and investment-grade debt, non-investment-grade debt, asset-backed and mortgage-backed securities, Eurobonds, 144A securities and emerging market debt, with maturities of at least one year.

Long Duration Bond icon: toggle

The investment objective of the Liability-Driven Investing Portfolio Strategy is to seek an annual rate of total return, before expenses, greater than the annual rate of total return of a benchmark selected for the client’s portfolio. The particular benchmark is selected based on the specific client portfolio’s investment objectives and may be either a published benchmark or a custom benchmark.

 
To learn more, email or call a member of our client services team:
    Richard Whittow 414-298-1081
    Randy North 414-298-7454
    Kate Ruidl 414-298-1072
    Adrianne Limjoco 312-609-4684