FlexShares Credit-Scored Long Duration Bond Fund (LKOR)

Overview

The described company operates within the financial sector, focusing on investment services that cater to individuals and entities looking for opportunities within the bond market. Its primary offering revolves around an investment fund that aims to reflect the performance of a specifically curated index. This index is constructed to represent a broad universe of long-term maturity, U.S.-dollar denominated bonds issued by companies that are evaluated to have investment-grade credit quality. The selection criteria for these bonds include not only the creditworthiness of the issuing companies but also their valuation in the market and their short-term as well as long-term solvency, suggesting a thorough analysis to identify bonds that may offer favorable returns to investors. The company pledges to invest at least 80% of its total assets in the securities that compose its underlying index, ensuring a significant alignment with the index's performance and an adherence to its investment strategy.

Products and Services

• Investment-Grade Bond Fund

  This product is tailored for investors seeking exposure to a diversified portfolio of U.S.-dollar denominated bonds. By focusing on bonds that possess investment grade credit quality, the fund minimizes the credit risk while aiming to provide favorable returns over the long term. The bond selection is guided by an underlying index which is carefully constructed to capture the performance of bonds not only based on their solvency but also on their market valuations, directing investments towards securities believed to be undervalued or adequately valued by the market. Through meticulous selection, the fund intends to balance the risk and return for its investors.