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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.
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
First Trust Global Portfolios Limited
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
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.