Conning Investment Products specializes in managing fixed income investments for institutional and insurance company clients, mainly in Canada. They offer actively managed multi-sector strategies. The firm manages assets on a discretionary basis, following clients' written objectives and limitations. An affiliated registered investment advisor, Octagon Credit Investors, may act as a sub-adviser in relation to investment advice with respect to collateralized loan obligations. Conning, Inc. is also utilized as a sub-adviser in relation to investment advice and management for Canadian-domiciled clients.
Fee Structure
Conning Investment Products manages fixed income investments for institutional clients. Fees are determined based on contractual provisions and the amount of assets managed. The fees are negotiable. Annual fees are generally within the range of 0.05% to 0.50% for institutional clients. Conning typically seeks a minimum dollar fee or a minimum mandate size. For certain clients, fees are calculated based on the income and capital appreciation of the account, generally a negotiated combination of fixed and incentive fees.