Where Credit fits in your Portfolio

How RPIA Fits into Your Investment Portfolio

Fixed income has long played a crucial role in investment portfolios, offering return potential, liquidity, and diversification. While it may not be the most exciting part of a portfolio, it serves as a critical foundation, providing security and stability.

As fixed-income and credit markets have evolved, so have the ways these investment solutions can be integrated into client portfolios. However, one thing remains unchanged: the role of fixed income as a defensive, stabilizing asset class.

A Tailored Approach to Fixed Income Investing

At RPIA, we specialize in the active management of corporate bonds. While our expertise has expanded over time, our focus has always remained on credit investing. What sets us apart is our client-first approach. We start with an investor’s specific needs or challenges and develop solutions designed to help them achieve their objectives. In fact, nearly every strategy we offer today was created in direct response to client needs.

This client-driven approach has led us to serve a diverse range of investors, including pension plans, foundations, family offices, wealth managers, and investment advisors. Our fixed-income solutions fall into three key categories:

Liquidity Management

Designed for investors looking to park cash while seeking a reasonable return. These portfolios prioritize high credit quality and liquidity, helping to provide stability and accessibility.

"Core” Fixed Income

Strategies that resemble high-quality bond funds, with exposure to both credit and interest rates. These solutions can enhance portfolio diversification while benefiting from the added value of active management.

Alternative Fixed Income

Flexible, return-seeking strategies with the goal of generating strong risk-adjusted returns. These solutions leverage a broader set of investment tools, focusing on credit rather than interest rates – aiming to enhance both return potential and risk management.

Let’s Discuss Your Investment Needs

Each investor’s objectives are unique, and we welcome the opportunity to explore how our expertise can support your goals. Contact us to learn more about how RPIA can fit into your portfolio.