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Hold to maturity (HTM)

Key features

  1. Holding bonds to maturity with a focus on securities with the strongest yield, while complying with a specific risk target
  2. Broad issuer and sector diversification in our portfolios aim to reduce default risk
  3. Low portfolio rotation keeps transactions costs to a minimum

 

Our strengths

  • process

    Conviction-Based Selection

    Our conviction-led selection draws on fundamental debt analysis and relative value analysis for issuers in any given country or sector.

  • asc-arrow

    Continuous Monitoring

    Our portfolio managers and credit analysts constantly monitor holdings in our portfolio in terms of both credit and market fundamentals.

  • efficiency

    Bespoke Portfolios

    We design customized portfolios to address each client's investment constraints in terms of asset class, ESG approach, currencies, maturities, SCR and accounting requirements.

  • Alexandre Caminade

    Alexandre Caminade

    CIO Core Fixed Income & Liquid Alternatives
  • Philippe Berthelot

    Philippe Berthelot

    CIO Credit & Money Markets
Related Strategies

Further reading

Reading time : 15 min.
INSIGHTS MARKETS
Ostrum Perspectives June 2024
Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum’s views on the economy, strategy and markets.
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06/19/2024
Reserved for pros
Reading time : 5 min.
INSIGHTS MARKETS
Will cash remain King?
The ECB has started its rate cut cycle, but we do not expect rapid adjustments in the coming months. Yields should therefore remain attractive in the money market, which also offers low volatility and interest rate risk. Money market assets should therefore remain an important component of investors' asset allocation.To find out more about this interesting context, Fairouz Yahiaoui, Money market Portfolio Manager and Sanda Molotcov, Head of Credit Research at Ostrum AM share their views in this video.
Read more
06/07/2024
Reserved for pros
Reading time : 5 min.
INSIGHTS EXPERTISES
The Ultra Short Plus Credit strategy – 3 questions to Emmanuel Schatz
The Ultra Short Plus Credit strategy, an SRI investment opportunity in the very short maturity corporate bond market.‘For investors looking for regular and attractive yields, very short-term credit can offer the right solution: Short-term euro rates are at their highest in 15 years.’Emmanuel Schatz, Portfolio Manager for the SRI Credit Ultra Short Plus strategy
Read more
06/06/2024
Reserved for pros

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