Hold to maturity (HTM)

Key features

  1. Holding bonds to maturity with a focus on securities with the strongest yield, while complying with a specific risk target
  2. Broad issuer and sector diversification in our portfolios aim to reduce default risk
  3. Low portfolio rotation keeps transactions costs to a minimum

 

Our strengths

  • process

    Conviction-Based Selection

    Our conviction-led selection draws on fundamental debt analysis and relative value analysis for issuers in any given country or sector.

  • asc-arrow

    Continuous Monitoring

    Our portfolio managers and credit analysts constantly monitor holdings in our portfolio in terms of both credit and market fundamentals.

  • efficiency

    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.

  • Alexandre Caminade
    Alexandre Caminade

    CIO Core Fixed Income & Liquid Alternatives
  • Philippe Berthelot
    Philippe Berthelot

    CIO Credit & Money Markets
Related Strategies

Further reading

Transitions – Artificial intelligence
Podcast
Reading time : 15 min.
INSIGHTS EXPERTISES
Transitions – Artificial intelligence
For the fifth episode of Transitions, we explored the transformative power of artificial intelligence and its effects on the asset management industry with Emmanuel Bourdeix, Director of Quantitative Investments and Research, and Philippe Waechter, Director of Economic Research.
Read more
10/02/2025
Reserved for pros
Ostrum AM Perspectives September 2025
Reading time : 15 min.
INSIGHTS MARKETS
Ostrum AM Perspectives September 2025
Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum AM's views on the economy, strategy and markets.
Read more
09/22/2025
Reserved for pros
Will emerging markets have their independence day?
Reading time : 15 min.
INSIGHTS MARKETS
Will emerging markets have their independence day?
The US dollar’s decline in 2025 combined with relative lower debt levels could contribute to the economic and financial emancipation of EM countries over the coming years, say Ostrum AM’s experts.
Read more
09/18/2025
Reserved for pros

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