Investment
Strategies

Our track record in difficult markets, driven by our consistent, cycle-tested investment approach, has led to long-term relationships with investors.

Alternative Investments

Multi-Asset Credit

Diversified credit strategies across loans, high yield, and CLOs, focused on relative value and active risk management.

Opportunistic Credit

Flexible strategies targeting dislocations and mispriced credit opportunities across public and private markets.

CLOs

Actively managed investments across CLO tranches, emphasizing structural complexity and relative value.

Broadly Syndicated Loans

Senior secured loan strategies focused on income generation, capital preservation, and active credit selection.

High Yield Bonds

Below-investment-grade credit strategies seeking income and total return through disciplined underwriting.

Esoteric ABS

Specialized asset-backed investments targeting differentiated yield through complex, non-traditional collateral.

Private Debt / Private Placements

Direct lending and private investments emphasizing downside protection, structural seniority, and yield.

Real Estate

Credit investments across real estate focused on income, collateral quality, and risk-adjusted returns.

Fixed-Income

Core / Core Plus

Diversified fixed income strategies designed to generate income and enhance returns through selective risk-taking.

Short Duration

Low-duration strategies focused on capital preservation, liquidity, and high-quality credit exposure.

Intermediate Duration

Balanced fixed income strategies targeting income and total return through active sector allocation.

Enhanced Cash

Liquidity-focused strategies seeking incremental yield over cash while maintaining stability and quality.

ABS / RMBS / CMBS

Structured credit strategies focused on securitized products with an emphasis on collateral and structure.

Municipals

Tax-efficient strategies investing in high-quality municipal securities for income and capital preservation.

Sustainability

At CFIP, we view financially material Environmental, Social, and Governance (ESG) factors as a natural expansion of traditional, financial risk factors, and the inclusion of these factors as part of our fiduciary responsibility to our clients.

We believe that companies that perform well on financially material ESG factors make good investments. Well-run businesses devote time and resources to address these factors and position themselves for long-term success. By contrast, companies that fail to adequately address financially material ESG concerns expose themselves to heightened risks that can significantly impact long-term financial performance. When done well, the inclusion of these factors in an investment process should maximize risk-adjusted financial returns over the long run for clients. Certain legacy or newly onboarded assets may transition into applicable RI processes over time.

Responsible Investment Policy

The Responsible Investment Policy sets out CFIP’s general approach to considering pecuniary ESG factors throughout an investment’s lifecycle.

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Active Stewardship Policy

The Active Stewardship Policy describes how CFIP will engage on ESG-related and other financial issues related to investments, where opportunities exist, consistent with and subject to any applicable fiduciary, legal, regulatory, and contractual requirements.

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DEI Policy

The Diversity Equity and Inclusion (“DEI”) Policy describes CFIPs commitment to DEI, and outlines CFIP’s approach to firmwide implementation of DEI initiatives.

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CFIP Sustainability Report

Taskforce on Climate-related Financial Disclosures (TCFD) recommendations have informed the contents of this report, in which we outline our climate action strategy and report on our progress.

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INDUSTRY PARTNERSHIPS

As a PRI signatory¹, CFIP seeks to incorporate sustainability factors into our investment decisions where consistent with our fiduciary responsibilities. We assist clients and peers seeking to become PRI signatories and provide firm-wide employee training.

As a TCFD supporter², CFIP is committed to aligning our disclosures with the TCFD’s recommendations to demonstrate our proactive stance towards climate-related risk management to our investors and other stakeholders and promoting more informed decision-making within our investment portfolio.

As a member of AIMA, CIFP aims to collaborate with industry peers to foster the advancement of sustainable investing across the alternative investment landscape.

Where applicable and supported by available data, CFIP conducts ESG analysis using a range of tools and resources, including reporting provided by entities directly, as well as third-party ESG ratings and research. These tools and resources may include MSCI ESG Data, third-party ESG ratings and scores such as Sustainalytics accessed via Bloomberg, ESG commentary provided by Moody’s and S&P ratings where available, and sustainability and ESG reports provided directly from investee entities.