Minisode - Strategic Beta Solutions for the Fixed Income Market

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About This Episode

What if you could target more consistent income — in any bond market? By looking beyond the bond benchmark and broadening your fixed-income allocation, you enhance your potential to achieve your clients’ financial goals. That is the premise behind the concept of strategic beta ETFs, which my guest today, Gene Tannuzzo, will discuss.

About Our Guest

Gene Tannuzzo is a senior portfolio manager and deputy global head of fixed income at Columbia Threadneedle Investments. He is the lead portfolio manager of the Columbia Diversified Fixed Income Allocation ETF (DIAL). That ETF recently celebrated its three-year anniversary with category-leading performance, soon after reaching $500m in assets. He provides leadership across Columbia Threadneedle’s global fixed-income investment team and is the lead portfolio manager of the Columbia Strategic Income Fund (COSIX).

Gene joined Columbia Threadneedle in 2003 and became a portfolio manager in 2007. In addition to portfolio management responsibilities for multi-sector, core and core-plus strategies, Gene leads the firm’s fixed-income asset allocation committee.

Show Notes

Here is a link to the Columbia Threadneedle web site, where you can find more information about the DIAL ETF and the other products that Gene and his team offer.