Managed Allocation Portfolio (MAP) Bond

The basic premise behind MAP Bond is to determine the target weightings for bond subclasses tactically overweight and underweight specific areas of the bond market.  Subclasses contained in the MAP Bond Strategy include (but are not limited to) core high quality credit, high yield, TIPs, floating rate bank loans, foreign and emerging markets debt, and strategic income strategies. The engine that drives MAP strategies is our FV/RT process, which quantitatively measures the relative attractiveness of bond subclasses with regard to Fundamentals, Valuations, Risk and Trend scores.