Credit Res Views Shared Through Frequent Interaction with Mobile Alt 4Q20

Meetings

OUTCOME

Participants & ContributionS

• Portfolio Managers • Economists/Strategists • Credit Analysts • Client Service — Trade ideas — Anticipated credit events — Global macroeconomic views

• Tactical portfolio modifications — Potential opportunities

• Portfolio Managers • Credit Analysts — Portfolio performance, portfolio repositioning ideas — Sector outlooks, volatility-based models, sub-sector spreads

• Strategic portfolio modifications — Sector positioning ideas and suggestions — Risk positioning

• Portfolio and Risk Managers • Credit Analysts — Spread levels, market technicals — Fundamental views and outlooks — ESG ratings and other considerations

• Fundamental views and outlooks — Portfolio risk assessment — Contributors/detractors to performance — Strategic portfolio modifications — ESG rating modifications

• Portfolio Managers • Economists/Strategists • Credit Analysts — Performance, risk strategy, market perspective — Portfolio discussions — Fundamental sector views

• Firm-wide quarterly market outlook — Economic climate — Sector views — Outlooks across all sectors

Daily

WEEKLY

MONTHLy

QUARTERLy

• Credit meetings • Desk discussions

• Desk head meeting • Industry relative value meetings • Ratings agency meetings • Company management meetings • Outside analysts • Portfolio strategy • Credit and portfolio reviews (bi-weekly)

• Relative value rankings • Issuer recommendations • Attribution meeting • ESG Committee meetings

• Market outlook meeting • Industry outlook meeting • Senior management portfolio reviews • Industry deep-dives

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