Canadian Investment Grade Corporate Fixed Income Strategy

The strategy offers dynamic and diversified exposure to high-quality, attractively valued corporate bonds, while seeking enhanced total return opportunities through an active approach to credit, sector and security selection, and yield curve management.

 

Philosophy

The team believes that there are pockets of value in the Canadian corporate bond market that thorough credit analysis can help identify and harness in the pursuit of long-term returns, while also helping to mitigate downside risk. Within this framework, the team seeks to take a creative approach to uncovering investment ideas, with the goal of offering clients a portfolio reflective of some of the most current thinking in the industry.

 

Documents

Managed by

Roshan Thiru, CFA

Head, Canadian Fixed Income

Roshan is the head of the Canadian fixed-income team. He’s responsible for the Toronto- and Montreal-based fixed-income and money market teams that manage client portfolios in actively managed Canadian fixed-income strategies, including fixed-income balanced and other customized mandates. Previously, he was a senior portfolio manager focusing on investment-grade corporate debt mandates. Prior to joining the firm, Roshan was a lead analyst with DBRS, covering the energy, project finance, and utilities sectors and, before that, he worked as an institutional credit risk manager at RBC Financial Group and as an analyst at Foyston, Gordon & Payne. He holds the Chartered Financial Analyst designation.

  • Education: B.A. in Economics, McMaster University; diploma in accounting, Wilfrid Laurier University; M.B.A., University of Windsor
  • Joined the company: 2008
  • Began career: 2000 
Roshan Thiru, CFA

Sivan Nair, CFA

Senior Portfolio Manager, Canadian Fixed Income

Sivan joined the Canadian fixed-income team in 2010. His duties include contributing to the overall portfolio management of the team’s client accounts. His specialties include interest-rate management, sovereign credit analysis, investment-grade corporate credit management, asset allocation, and interest-rate derivative strategies. Sivan began at the firm as a member of the global product management and development team, where he worked on firmwide investment strategies. Prior to that, he was a senior business analyst for the firm’s John Hancock Retirement division. Sivan holds the Chartered Financial Analyst designation.

  • Education: B.E., Engineering, Electronics and Communications, M.S. University; M.B.A., Finance, University of British Columbia
  • Joined Company: 2003
  • Began Career: 2003
Sivan Nair, CFA

Altaf Nanji, CFA

Portfolio Manager, Canadian Fixed Income

Altaf is responsible for managing client portfolios for the Canadian fixed-income team. He also represented the firm, for a two-year term ended in 2020, as the only Canadian member on the Fixed-Income Advisory Committee of the United Nations-supported Principles for Responsible Investment (PRI), a committee of international representatives mandated to deliver research, tools, and events to support PRI signatories globally.  Altaf is also a member of the firm’s sustainable investment committee.

Prior to joining the firm, Altaf was head of Canadian credit research at RBC Capital Markets. His other previous roles included working as a senior financial analyst at DBRS and as a financial analyst and manager with the Canadian government’s Office of the Superintendent of Financial Institutions. Altaf holds the Chartered Financial Analyst designation. 

  • Education: B.A., Economics and History, University of Toronto; M.B.A., York University
  • Joined the company: 2014
  • Began career: 1998
Altaf Nanji, CFA

Vehicles

At Manulife Investment Management, we offer investment strategies through a variety of vehicles to suit a broad range of client needs. Contact our institutional sales or consultant relations team to find out if this strategy/vehicle is offered in your region. 

  • Separate accounts

    Our separate accounts and separately managed accounts (SMAs) are designed for institutions and high-net-worth clients seeking tailored investment solutions and direct ownership of securities. 

  • CITs

    Our professionally managed collective investment trusts (CITs) are available in certain qualified retirement plans.

  • Mutual funds

    Mutual funds are liquid, professionally managed portfolios which are available to both institutional and retail investors.

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Important information

The material contains information regarding the investment approach described herein and is not a complete description of the investment objectives, risks, policies, guidelines or portfolio management and research that supports this investment approach. Any decision to engage Manulife Investment Management should be based upon a review of the terms of the prospectus, offering documents or investment management agreement, as applicable, and the specific investment objectives, policies and guidelines that apply under the terms of such agreement. There is no guarantee investment objectives will be met. The investment process may change over time. The characteristics set forth above are intended as a general illustration of some of the criteria the strategy team considers in selecting securities for client portfolios. Client portfolios are managed according to mutually agreed upon investment guidelines.

This information has been provided by Manulife Investment Management. All material is compiled from sources believed to be reliable and correct but accuracy cannot be guaranteed. This is not to be construed as an offer to buy or sell any financial instrument nor does it constitute an offer or invitation to invest in any fund managed by Manulife Investment Management and has not been prepared in connection with any such offer. This information does not constitute, and should not be construed as, investment advice or recommendations with respect to the securities and sectors listed.

References to securities, transactions or holdings should not be considered a recommendation to purchase or sell a particular security and there is no assurance that, as of the date of publication, the securities remain in the portfolio. Additionally, it is noted that the securities or transactions referenced do not represent all of the securities purchased, sold or recommended during the period referenced and there is no guarantee as to the future profitability of the securities identified and discussed herein.

The indices cited are widely accepted benchmarks for investment performance within their relevant regions, sectors or asset classes, and represent non managed investment portfolio.