MBS Custom Blend Index

Our MBS Custom Blend Index strategy offers investors passively-managed equity and fixed income portfolios that seek to track the total returns of strategy-specific market indices. We provide investors with broad market exposure and diversification across asset types and sectors, offering customized, client-centric solutions. Our portfolio management process facilitates tight performance tracking through stringent risk controls, while our team approach ensures portfolio management integrity and continuity.

Total Strategy Assets:
$1.3 billion
Investment Adviser:
MetLife Investment Advisors, LLC
Portfolio Managers:

Stacey Lituchy, CFA
Jason Chapin
Index:
Bloomberg Barclays Custom 60% MBS / 10% Intermediate Treasury / 30% Government Index1

The Bloomberg Barclays Custom 60% MBS / 10% Intermediate Treasury / 30% Government Index is a custom benchmark which includes 60% MBS, 10% Intermediate Treasurys and 30% Government-Related 1-5yr AA+ or better, excluding Local Authorities and Sovereigns.

Minimum Investment:
$100 million
Inception Date:
March 1, 2014
Available Vehicles:

Separately Managed Accounts

1 The Index is a custom benchmark maintained by Bloomberg Barclays. It consists of: 60% Bloomberg Barclays US MBS Index / 10% Bloomberg Barclays US Intermediate Treasury Index / 30% Bloomberg Barclays Government related Index, rebalanced monthly. The Index is unmanaged, has no periodic or other distributions, retains all earnings and losses which are reflected in the gross asset value over time, and its performance does not reflect the impact of any management fees, taxes or expenses that would be borne by an investor. An investor cannot invest directly in the Index.

Source: Bloomberg Index Services Limited. BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively “Bloomberg”). BARCLAYS® is a trademark and service mark of Barclays Bank Plc (collectively with its affiliates, “Barclays”), used under license. Bloomberg or Bloomberg’s licensors, including Barclays, own all proprietary rights in the Bloomberg Barclays Indices. Neither Bloomberg nor Barclays approves or endorses this material, or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.

Investors should carefully consider their investment objectives, risks, fees, charges and expenses before investing any money. To obtain this and other information, please email icg@metlife.com to request more information. Please review the Terms of Use of this site for additional details.