Friday, December 23, 2016

Marquette AIM Fixed Income Returns Exceed Benchmark Over Short- and Long-Term Holding Periods

AIM Students' Strategy of Short Duration Pays Off!

The shorter than benchmark duration strategy has finally paid off for the AIM Fixed Income Fund. For the past year the students who manage the AIM Fixed Income Fund have been short duration to the Bloomberg Barclays Aggregate Bond Index and recently this strategy has paid off - with short term and long term performance exceeding the benchmark (see table below).

The AIM students employ a top-down approach to managing the $500,000+ of Marquette endowment funds. Since interest rates have begun to rise, the AIM portfolio has generated strong performance. Additionally, even though employing ETFs to execute their strategy - the AIM students have exceeded the benchmark since inception in January 2006.

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