Income investors are being faced with an increasingly impossible challenge of finding yield without relaxing risk standards. Fortunately, there are solutions beyond traditional fixed income investments that can provide yield potential, diversification benefits, enhanced total return opportunities and help insulate portfolios from current market risks. 

Not All Rates Rise Equally: An Opportunity for Floating Rate Loans 


Active management is the use of a human element, such as a single manager, co-managers or a team of managers, to actively manage a fund’s portfolio. Active management strategies typically have higher fees than passive management.

Alpha measures a fund's risk-adjusted performance and is expressed as an annualized percentage.

Duration measures how long it takes, in years, for an investor to be repaid the bond’s price by the bond’s total cash flows. It can be used as a measure of how sensitive the price of a bond is to a change in interest rates. 

Near zero duration implies that prices will remain largely unaffected by interest rate changes.