Conning's investment process is based on a rigorous discipline of daily, weekly, and monthly strategy and review sessions. We have specialists in portfolio management, trading, credit research and risk management. Overall asset allocation decisions are made by our investment management team.

During Conning's monthly strategy meeting, our credit analysts, traders and portfolio managers analyze and come to a consensus on the best relative sector weightings. Duration and yield-curve preference are also discussed. Our investment management team then decides how to reposition each portfolio according to its individual mandate.

Conning's proprietary portfolio analytic tools are invaluable to the investment process, providing instant access to trading activity, credit analysis, portfolio optimization and structured deal modeling. This high-tech approach leverages the experience of our portfolio managers, sector specialists and credit analysts who work together to continually update their outlook on best relative value in tandem with marketplace changes.