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This general information is provided by and used with the permission of this manager. It contains information about the Pacific Select Fund portfolios managed directly by this manager. Pacific Select Fund portfolios are available only through Pacific Life & Annuity's and its affiliates' variable products.
Pacific Asset Management (PAM) is a Registered Investment Advisor that specializes in fixed income asset management. The investment professionals of PAM manage over $2 billion in assets as of June 30, 2008, and strive to offer clients competitive investment strategies in high yield, leveraged loans, investment grade and money market securities.
PAM is a subsidiary of Pacific Life Insurance Company. PAM is a boutique-like investment firm focused on fundamental credit analysis and supported by the scale and institutional infrastructure of Pacific Life Insurance Company. Our firm offers clients the best of both worlds, a nimble investment team supported by the staying power of a 100-year-old institution.
Investment Philosophy
At the cornerstone of Pacific Asset Management’s investment approach are the client’s objectives. Pacific Asset Management combines fundamental analysis with a top down macro-economic overlay. The goal is to identify the investment mix that provides the optimal risk/reward relationship in the current and future environment.
Pacific Asset Management’s Investment Philosophy is centered on four main tenets:
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Capital Preservation -- We recognize the importance of both the return on principal and the return of principal
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Income Generation -- We seek to maximize risk-adjusted returns
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Total Return -- We focus on total return which incorporates both the price and yield component of investing
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Fundamental Analysis -- We perform a bottom-up analysis on each investment coupled with a top-down economic assessment
Attributes
- Our competitive advantage rests within our experienced team of investment professionals and the benefit we receive from information flows across multiple asset classes at Pacific Life Insurance Company
- Our proprietary investment process incorporates rigorous fundamental analysis and draws on the team's broad experience to provide a blend of invaluable investment insight and perspective
- We seek to provide clients with a value proposition that includes investment experience, institutional resources, and a proprietary investment process
- We seek to differentiate the client experience through transparency, communication, and performance
Portfolios Managed
Pacific Select Fund
*Assets under management include certain accounts of Pacific Life Insurance Company that are managed by certain investment professionals of Pacific Asset Investment Professionals of Pacific Asset Management. These individuals have dual roles with Pacific Asset Management and Pacific Life with Pacific Asset Management and Pacific Life Insurance Company.
*Pacific Life Fund Advisors LLC (PLFA), a subsidiary of Pacific Life Insurance Company and an affiliate of Pacific Life & Annuity Company, is the investment adviser to Pacific Select Fund. PLFA also does business under the name “Pacific Asset Management” (PAM) and manages the Fund’s Money Market and High Yield Bond Portfolios under the PAM name.
Pacific Life Fund Advisors LLC, is also the investment advisor to the Pacific Select Fund generally.
The Money Market Portfolio does not maintain a constant net asset value. The net asset value will change with the value of the investments in the portfolio.The Money Market Portfolio is neither insured nor guaranteed by the FDIC or any other government agency.
High yield bonds are subject to a greater risk of principal and income than higher quality bonds.
You should carefully consider a variable life insurance product’s risks, charges, limitations and expenses, as well as the risks, charges, expenses and investment objectives of the underlying investment options. The accompanying product and underlying fund prospectuses contain this and other information about Pacific Life & Annuity Company. Read them carefully before investing or sending money.
This material may only be used in connection with the solicitation of Pacific Life & Annuity Company products in those states where the product solicited has been approved. Product features and availability vary by state.
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