$6.96 B

Fixed Income Assets Managed

7

Investment Professionals

19

Avg. Years of Experience

Fixed Income Strategies Overview

Designed to Deliver Long-Term Absolute and Risk-Adjusted Returns

CS McKee’s Fixed Income strategies invest in high-quality, highly liquid securities. Through a disciplined bottom-up approach, we consistently seek to outperform benchmarks by actively managing both security selection and sector allocation. Operating within the investment-grade universe, our process emphasizes downside protection, enhanced diversification within balanced and multi-asset portfolios, and low excess return correlation relative to other fixed-income managers. A distinct focus on government agency debt further enhances yield and total return—without introducing additional credit risk.

Fixed Income Products

Aggregate

 Fact Sheet

Government

 Fact Sheet

Government/Credit

 Fact Sheet

Intermediate Aggregate

 Fact Sheet

Intermediate Government

 Fact Sheet

Intermediate Government/Credit

 Fact Sheet

Short Government

 Fact Sheet

Short Government / Credit

 Fact Sheet

Aggregate Socially Responsible

 Fact Sheet

ICG Socially Responsible

 Fact Sheet

Enhanced Cash

 Fact Sheet

*As of March 31, 2025

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Fixed Income

Brian Allen

Chief Investment Officer

Jack White

Director, Fixed Income

Zach Hubert

Portfolio Manager, Fixed Income

Bryan Johanson

Senior Portfolio Manager, Fixed Income

Jason Pettner

Senior Economic & Financial Analyst

Laura Piskurich

Financial Analyst, Fixed Income

Olivia Wininski

Financial Analyst, Fixed Income