PIMCO RealEstateRealReturn Strategy Fund - Keywords

 

INVESTMENT FOCUS

  • Real Estate
  • REITs
  • TIPS

INVESTMENT PHILOSOPHY

  • Total Return Focus
  • Capital Protection
  • Inflation Protection

INVESTMENT PROCESS

  • Relative Values
  • Bottom-Up Selection
  • Macro Analysis
  • Maximize Information Ratio
  • Managing Beta and Alpha in REITs and TIPS
  • Forward Looking Returns based Ranking
  • Uncorrelated Active Positions

RESEARCH PROCESS

  • Fundamental Analysis
  • Bottom-up Selection
  • Expected Return Calculation
  • Information Ratio
  • Sharpe Ratio Ranking

PORTFOLIO CONSTRUCTION

  • Diversified
  • Real Estate
  • Benchmark Aware
  • Focus on Sharpe and Information Ratio
  • 1- to 5-year TIPS

RISK CONTROL

  • Risk Report
  • Risk|Reward Ratio Focused
  • Position Size
  • Risk Analysis Review
  • Portfolio Aggregate Risk
  • Sharpe Ratio Ranking Driven

MISSION

  • Seek Return and Inflation Protection