Structured Finance Opportunistic

Our Structured Finance Opportunistic strategy invests opportunistically in securities across select structured finance sectors, including Non-Agency RMBS, CMBS, ABS, and CLOs. The strategy offers investors a customized, actively-managed debt strategy that seeks to generate attractive current income and total return through business cycles and changing market conditions by investing in select structured finance asset sectors. The team also seeks to add value through bespoke deal negotiation, deal flow and trade priority, and longstanding relationships with both trading and research partners.

Assets Under Management:
$118.8 million1
Portfolio Manager:

William Moretti, CFA
Benchmark:
Bloomberg Barclays U.S. Aggregate Bond Index2
Inception Date:
April 1, 2015
Available Vehicles:

Separately Managed Accounts

1 Represents total assets included in the Structured Finance Opportunistic strategy. Please see additional information under the heading Performance Disclosures in the Performance section.

2 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.

SECTOR WEIGHTS (Range)

Agency RMBS

CMBS
ABS
CLO

Non-Agency RMBS

0%–10%

10%-50%

10%-50%

10%-50%

10%-50%

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.