Core Plus is a portfolio management strategy that combines low-risk investment grade bonds with high-risk instruments to reduce costs, volatility, and taxes while maximizing returns. The major holdings track major market indices, while the remaining 20-25% is allocated to actively managed short-term instruments. Credit rating is a key component of resource allocation within a Core […]

Core Plus is a portfolio management strategy that combines low-risk investment grade bonds with higher risk instruments to reduce costs, volatility, and taxes while maximizing returns. The core holdings track major market indexes, while the remaining 20-25% is allocated to actively managed short-term instruments. Credit rating is a key component, and managers must consider various […]