Aviva Guaranteed Managed Solution
Inception Date: 1/1/2010
Benchmark: Barclays U.S. Aggregate 1-5 year Index
Description:
Together with Aviva Life and Annuity Company, we created the Aviva GMS as a bundled stable value solution. It is a low-risk strategy designed to produce current income, while providing book value withdrawals for retirement plan participants. This solution consists of two components: a Book Value Wrap (BVW) contract and a diversified portfolio of high-quality, intermediate term bonds such as Treasuries, investment grade corporate bonds and agency mortgage-backed securities. The BVW provides a guarantee on qualifying withdrawals and transfers at book value while maintaining yield and principal stability. The asset management is provided by an experienced team with a proven track record of risk-adjusted returns.
Objective
The Aviva GMS objective is to offer wrap contracts to guarantee book value while we act as a trusted fixed income advisor to provide consistent positive returns for our institutional clients. Our aim is to:
- produce stable current income
- focus on liquidity
- reduce mark-to-market risk
- provide principal preservation
- guarantee book value on qualified withdrawals and transfers
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Investment Process
Aviva Investors seeks to customize investment solutions to the client's objectives, including spread/return objectives, rating agency guidelines and risk parameters. Those objectives are the foundation for our five-phase investment process.
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Research Framework
Aviva Investors uses the FTV framework as the cornerstone of our investment process: Fundamentals, Technicals and Valuations.
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