Joel Weiss

UAT Institutional UAT


Institutional Strategies Fact Sheets

Our most recent quarterly fact sheets are available below. Each fact sheet contains detailed information in a printable PDF. To download a fact sheet, click the icon next to a strategy.



Fixed Income Strategies
Fund Name Fact Sheet
Intermediate Duration (5 Year) Municipal Bond
3-15 Year National Municipal Bond
Asia Bond Plus Unhedged in USD
Core Disciplined Alpha
Core Fixed Income
Core Plus Fixed Income
Core Plus Full Discretion
Core Securitized
Corporate Disciplined Alpha
Credit Asset
Emerging Markets Corporate Debt
Emerging Markets Corporate Debt - Investment Grade Plus
Emerging Markets Debt Blended Total Return
Emerging Markets Debt Local Currency
Emerging Markets Short Duration Credit
Euro Credit
Euro High Yield
Global Aggregate Bond in USD (High Yield Eligible)
Global Credit/Corporate GBP Hedged
Global Credit/Corporate in USD
Global Debt Unconstrained in USD
Global World Bond in USD (High Yield Eligible)
High Yield Conservative
High Yield Full Discretion
Intermediate Core Disciplined Alpha
Intermediate Credit Disciplined Alpha
Intermediate Duration Fixed Income
Investment Grade Corporate/Credit Bond
Investment Grade Intermediate Corporate Bond
Investment Grade Securitized Credit
Long Corporate Disciplined Alpha
Long Credit Disciplined Alpha
Long Duration Corporate Bond
Long Duration Credit
Long Duration Government/Credit
Medium Duration (10 Year) Municipal Bond
Multisector Credit
Multisector Full Discretion
Opportunistic Securitized Credit
Pure Agency MBS
Senior Floating Rate and Fixed Income
Senior Loan
Short Duration Fixed Income
Short Duration (3 Year ) Municipal Bond
Strategic Alpha
Strategic Alpha Opportunistic
US High Yield
World Credit Asset
World Credit Asset



International Strategies
Fund Name Fact Sheet
International Growth


Multi Asset Strategies
Fund Name Fact Sheet
Credit Asset
Global Allocation
World Credit Asset


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