40/86 Advisors, Inc.

40/86 Advisors, Inc.

40/86 Advisors, Inc.

Date Founded



535 North College Drive,Carmel, IN 46032-5622

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

40/86 Advisors is a fixed-income investment advisor that manages investments in public corporate debt securities, taxable municipal bonds, emerging market securities, high yield bonds, government bonds, mortgage related securities, privately placed debt securities, commercial mortgages and bank loans. The firm employs a disciplined portfolio structuring process that includes intensive bottom-up security analysis that focuses on individual sectors and security structure. They focus on relative value which allows them to discover undervalued opportunities in the marketplace. 40/86 also employs a clearly-defined, rigorously implemented buy, review and sell discipline.The firm's security analysts conduct detailed industry screening which is followed by objective, proprietary analysis of both credit risk and prepayment risk. They utilize proprietary analytic tools and processes to perform detailed analysis of companies under consideration. 40/86's models analyze factors such as prepayments, interest rate volatility and CMO structure risk. After assessing a security's relative value, the firm's portfolio managers and traders determine the risk versus reward for inclusion in the portfolio. Every bond in which they invest has a specific objective. The portfolio manager determines if the security is appropriate for the portfolio's objectives and guidelines while maximizing the potential risk-adjusted return. When a security reaches its predetermined objective, the security is re-evaluated and, if appropriate, is sold and the proceeds are reinvested. 40/86 reviews portfolios on a regular basis.

Contact Data
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Executives & Employees


Senior Vice President/Chief Information Officer

Senior Vice President & Head of Portfolio Management

Senior Vice President & Head of Credit Research

Senior Vice President, Fixed Income Research

Vice President of Leveraged Loans

Vice President of Commercial Mortgage

Vice President of Structured Securities

Vice President, Chief Compliance Officer & General Counsel

Chief Compliance Officer

Board of Directors

Chief Investment Officer at CNO Financial Group, Inc.

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Advisors & Consultants

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