Hold to maturity (HTM)
Key features
- Holding bonds to maturity with a focus on securities with the strongest yield, while complying with a specific risk target
- Broad issuer and sector diversification in our portfolios aim to reduce default risk
- Low portfolio rotation keeps transactions costs to a minimum
Our strengths
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Conviction-Based Selection
Our conviction-led selection draws on fundamental debt analysis and relative value analysis for issuers in any given country or sector.
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Continuous Monitoring
Our portfolio managers and credit analysts constantly monitor holdings in our portfolio in terms of both credit and market fundamentals.
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Bespoke Portfolios
We design customized portfolios to address each client's investment constraints in terms of asset class, ESG approach, currencies, maturities, SCR and accounting requirements.
Further reading
Reading time : 15 min.
INSIGHTS
MARKETS
01/27/2026
Reserved for pros
Reading time : 15 min.
Reading time : 15 min.