Susan C. Christoph

Conning offers a range of actively managed multi-sector strategies. The firm strives to deliver investment results through strategic asset allocation, sector rotation and issue selection, while addressing their clients’ unique requirements. They utilize proprietary research and analysis which is critical to improving returns while carefully managing risk.

FA's portfolio management team seeks to produce stable, above market returns with below market risk. They accomplish this through a proprietary methodology of identifying and analyzing financial market and economic trends and using the results to select stocks for inclusion in the portfolio. Their Core approach to balanced management is to focus on the structure of a portfolio. They believe that a careful evaluation of asset allocation, sector selection, capitalization range and style allocation results in a portfolio that will outperform an appropriate benchmark over a market cycle. Fixed-income portfolios are constructed through a process of benchmark selection and appropriate portfolio construction. FA's purchase decisions lead them to first make sector and sub-sector allocation choices, taking into account short- and long-term objectives. The firm's Convertible Arbitrage strategy seeks to produce an attractive risk-adjusted rate of return utilizing convertible arbitrage. FA combines security selection with a portfolio construction methodology, balancing favorable fundamental and security modeling characteristics with a mix of industrial exposures. Their goals are to preserve capital in difficult market conditions and to enhance traditional asset class returns while controlling risk. The Enhanced S&P 500 Strategy is focused on U.S. company convertible bonds and FA neutrally hedges them with a short of the underlying common stock.

Functions as a College/University

Functions as a College/University