Fixed Income overview

Fixed Income

Overview

Aegon AM delivers investment solutions that span the quality and yield spectrum.

Active management and a research-intensive process underpin our approach to identifying opportunities, with a focus on mitigating downside risk while pursuing added value.

Combining the proprietary, fundamental, bottom-up research of our global credit research team, specialized expertise of our sector teams, and top-down economic insights of our macro team, our portfolio managers construct portfolios with conviction.

Underpinning our approach is a strong commitment to responsible investment.1 We integrate the analysis of ESG factors into our research processes, engage with issuers to pursue better outcomes and provide focused responsible investment solutions.

Key facts

USD 155 billion

 

 

under management/advisement2

 

151 

 

 

professionals investing globally2

3+ decades 

 

 

investing in fixed income markets

Over 600 clients 

 

 

representing over 20 different countries

Distinguishing characteristics

We are active investors with fundamental research as our cornerstone

Through a culture of collaboration and with a heavy emphasis on qualitative analysis, we work to identify multiple alpha sources, manage risk and navigate market inflection points in the pursuit of consistently strong, risk-adjusted returns.

We innovate to provide solutions

Our investment capabilities aim to tackle the evolving concerns of investors, addressing needs for things like income generation, volatility management, inflation protection and responsible investment solutions.

We execute with scale and efficiency

Our fixed income strategies benefit from being part of an integrated investment platform with expertise across specialist sector teams. We are focused on being nimble – large enough to benefit from scale in the market yet focused enough to provide our clients the attention they deserve.

 

Active, engaged and responsible investors

Responsible investing is a key element of our investment philosophy and process1. With a 30-year Dutch history of responsible investing to guide us, we focus on long-term results, using responsible investing practices such as ESG integration and active ownership to support a holistic understanding of the investments we make and provide focused responsible investment strategies.


responsible investing overview

Extensive capabilities, specialized solutions

Aegon AM’s fixed income capabilities span the credit quality spectrum, from investment grade to distressed credit, and include core, leveraged finance, and alternative fixed income strategies across public and private markets. Leveraging our insurance heritage and responsible investment history, we also have capabilities that span the range of customized investment solutions and focused responsible investment strategies.

Product and strategy availability may be limited to certain investment vehicles.  Not all investment vehicles are available or suitable for all investors, and this information should not be considered an offer of products or services to any investor in any jurisdiction. Strategies are generally offered through locally licensed affiliates. 

Latest fixed income insights

15/09/2022 | 5 min read | Ben Miller, CFA
01/09/2022 | 5 min read | Jeremy Thurm, CFA
26/08/2022 | 7 min read | Kevin Bakker, CFA | Ben Miller, CFA | Thomas Hanson, CFA | Mark Benbow

Fixed income leadership team

Stephen Jones

Stephen Jones

Chief Investment Officer of Fixed Income, Multi-Asset & Equities

Adrian Hull

Adrian Hull

Global Head of Core Fixed Income

Jim Schaeffer

Jim Schaeffer

Global Head of Leveraged Finance

Frank Meijer

Frank Meijer

Global Head of Alternative Fixed Income and Structured Finance

Jennifer Moore, CFA

Jennifer Moore, CFA

Global Head of Credit Research

Disclosures

1The responsible investment activities and processes described are not applicable or not applicable to the same degree across all affiliates or strategies. Please refer to the strategy specific information before investing.

2As of September 30, 2022. Assets under management/advisement exclude joint venture assets. Incudes discretionary and non-discretionary accounts. Personnel may be employed by any of the Aegon AM affiliates. Does not include all investment professionals.