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Portfolio Management Teams
First Trust’s expansive network of highly experienced investment professionals take an active, research-driven approach to drive risk-adjusted returns within the various asset classes covered by our portfolio managers, affiliated asset managers, and sub-advisors. We believe a successful investment process involves a disciplined and theory-driven framework to guide the building blocks of the portfolios we manage.
Fixed Income
Although passive indexing is a popular means to invest in fixed income markets, we believe the approach often fails to address important risks and may potentially miss out on valuable opportunities. In our opinion, one of the greatest potential benefits of active management for fixed income is the enhanced ability to manage risk. For this reason, First Trust’s fixed income ETFs are actively managed. Our portfolio management teams and sub-advisors are specialists in their market segments and investment strategies who seek to mitigate a number of risks, such as interest rate risk and credit risk, and to better manage liquidity than passive indexing strategies. First Trust offers fixed income products across a range of sectors, strategies, and risk levels.

Affiliated Asset Managers
  1. First Trust Global Portfolios Limited
  2. Stonebridge Advisors LLC

Our disciplined approach is rooted in a rules-based, quantitative stock selection methodology, leveraging the knowledge of First Trust’s research and portfolio management teams who understand the factors that drive risk-adjusted returns.

Affiliated Asset Managers
  1. Energy Income Partners, LLC
  2. First Trust Direct Indexing

First Trust provides access to a comprehensive suite of alternative investment solutions across asset classes and investment vehicles available from First Trust and our affiliated asset manager.

The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
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First Trust Portfolios L.P.  Member SIPC and FINRA. (Form CRS)   •  First Trust Advisors L.P. (Form CRS)
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