A Framework for Evaluating Strategic-Beta Bond Funds

Strategic-beta fixed-income funds are a growing area of focus for many asset managers. Because strategic-beta funds are effectively active strategies, evaluating their investment process requires a similar level of due diligence to an actively managed fund. This paper lays out a framework for evaluating these funds’ approaches to portfolio construction processes. 

In this paper, you’ll learn:
  • What set of challenges face strategic-beta fixed-income funds
  • Important questions to ask when evaluating these funds’ processes
  • Which fund profiles bring this framework to life