Info

Metropolitan West Asset Management (MWAM) offers a full range of traditional US fixed income products to institutional separate account clients. We have experience working on behalf of Employee Benefit Plans (public, private and multi-employer), Endowments, Foundations, and various Health Care Organizations. For clients with $25 million or more to invest, MWAM will construct customized, separate account fixed income portfolios. MWAM's fixed income philosophy has been designed with the goal of consistently outperforming a client's benchmark while maintaining below average volatility. We believe consistent outperformance is gained through the measured application of five value-added investment strategies. The five value-enhancing investment strategies employed by MWAM are:1) Limited average maturity/duration shifts2) Yield curve management3) Utilization of all sectors of the bond market4) Quantitative security selection5) Sophisticated buy/sell execution strategiesFor separate account clients, MWAM provides five traditional fixed income strategies and one fixed income-based enhanced S&P 500 indexing strategy: MWAM Strategy Typical Performance Benchmark