$7.16 B

Fixed Income Assets Managed

5

Investment Professionals

26

Avg. Years of Experience

Fixed Income Strategies Overview

Designed to Deliver Long-Term Absolute and Risk-Adjusted Returns

CS McKee’s Fixed Income strategies invest in high-quality, highly liquid securities. Through a disciplined bottom-up approach, we consistently seek to outperform benchmarks by actively managing both security selection and sector allocation. Operating within the investment-grade universe, our process emphasizes downside protection, enhanced diversification within balanced and multi-asset portfolios, and low excess return correlation relative to other fixed-income managers. A distinct focus on government agency debt further enhances yield and total return—without introducing additional credit risk.

Fixed Income Products

1-5 Year Gov’t Credit

 Fact Sheet

1-5 Year Gov’t Credit

 Fact Sheet

Government

 Fact Sheet

Government/Credit

 Fact Sheet

Intermediate Aggregate

 Fact Sheet

Intermediate Government

 Fact Sheet

Intermediate Government/Credit

 Fact Sheet

Short Government

 Fact Sheet

Short Government / Credit

 Fact Sheet

Aggregate Socially Responsible

 Fact Sheet

ICG Socially Responsible

 Fact Sheet

Enhanced Cash

 Fact Sheet

Enhanced Cash

 Fact Sheet

*As of September 30, 2025

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Fixed Income

Brian Allen

Chief Investment Officer

Jack White

Director, Fixed Income

Zach Hubert

Portfolio Manager, Fixed Income

Bryan Johanson

Senior Portfolio Manager, Fixed Income

Laura Piskurich

Financial Analyst, Fixed Income

Insights Overview