Emerging Markets Debt

Why This Strategy?

Experienced and diverse, multi-site emerging markets debt (EMD) team with a broad range of skills
Fundamental EMD investors with a strong focus on sovereign and corporate credit bottom-up analysis, as well as high-yielding frontier markets debt, complemented by top-down macro views
Around-the-clock market coverage
Obsession for risk management and diversification
ESG fully integrated in a 360-degree issuer evaluation process

Key Facts

OTHER VEHICLES:

CIT

Key Facts
Inception Date	11/1/2022
Benchmark	JPMorgan EMBI Global Diversified Index

Investment Process

Top-Down Analysis: Global Market Conditions

Portfolios

Management

Marcelo Assalin, CFA, Partner

Head of the Emerging Markets Debt Team, Portfolio Manager

Tenure with William Blair:Since

2020

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Marco Ruijer, CFA, Partner

Portfolio Manager

Tenure with William Blair:Since

2020

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Jared Lou, CFA

Portfolio Manager

Tenure with William Blair:Since

2020

View Bio

Risks: Investing in foreign denominated and/or domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks. These risks may be enhanced in emerging and frontier markets. Investing in the bond market is subject to certain risks including market, interest rate, issuer, credit, and inflation risk. High-yield, lower-rated, securities involve greater risk than higher-rated securities. Derivatives may be subject to certain risks such as leveraging, liquidity, interest rate, credit, counterparty, management and the risk of mispricing or improper valuation. William Blair integrates financially material environmental, social, and governance (ESG) factors alongside traditional financial metrics in our fundamental research as part of the holistic assessment of a company’s risks and opportunities. Individual securities may not perform as expected or a strategy used may fail to produce its intended result. Different investment styles may shift in and out of favor depending on market conditions. Diversification does not ensure against loss.

Any investment or strategy mentioned herein may not be appropriate for every investor. There can be no assurance that investment objectives will be met. Products and services listed are available only to residents of this jurisdiction and may only be available to certain categories of investors. The information on this website does not constitute an offer for products or services, or a solicitation of an offer to any persons outside of this jurisdiction who are prohibited from receiving such information under applicable laws and regulations. Nothing on this webpage should be construed as advice and is therefore not a recommendation to buy or sell shares.

William Blair Investment Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.

Issued in the United Kingdom by William Blair International, Ltd., authorized and regulated by the Financial Conduct Authority (FCA), and is only directed at and is only made available to persons falling within articles 19, 38, 47, and 49 of the Financial Services and Markets Act of 2000 (Financial Promotion) Order 2005 (all such persons being referred to as "relevant persons").

Issued in the European Economic Area (EEA) by William Blair B.V., authorized and supervised by the Dutch Authority for the Financial Markets (AFM) under license number 14006134 and also supervised by the Dutch Central Bank (DNB), registered at the Dutch Chamber of Commerce under number 82375682 and has its statutory seat in Amsterdam, the Netherlands. This material is only intended for eligible counterparties and professional clients.

Issued in Switzerland by William Blair Investment Services (Zurich) GmbH, Talstrasse 65, 8001 Zurich, Switzerland ("WBIS"). WBIS is engaged in the offering of collective investment schemes and renders further, non-regulated services in the financial sector. WBIS is affiliated with FINOS Finanzomubdsstelle Schweiz, a recognized ombudsman office where clients may initiate mediation proceedings pursuant to articles 74 et seq. of the Swiss Financial Services Act ("FinSA"). The client advisers of WBIS are registered with regservices.ch by BX Swiss AG, a client adviser registration body authorized by the Swiss Financial Market Supervisory Authority ("FINMA"). WBIS is not supervised by FINMA or any other supervisory authority or self-regulatory organization. This material is only intended for institutional and professional clients pursuant to article 4(3) to (5) FinSA.

Issued in Australia by William Blair Investment Management, LLC (“William Blair”), which is exempt from the requirement to hold an Australian financial services license under Australia's Corporations Act 2001 (Cth). William Blair is registered as an investment advisor with the U.S. Securities and Exchange Commission (“SEC”) and regulated by the SEC under the U.S. Investment Advisers Act of 1940, which differs from Australian laws. This material is intended only for wholesale clients.

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Issued in Canada by William Blair Investment Management, LLC, which relies on the international adviser exemption, pursuant to section 8.26 of National Instrument 31-103 in Canada.

Investments

Insights

About

Emerging Markets Debt

Why This Strategy?

Top-Down Analysis: Global Market Conditions

Portfolios

Management

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Investments

Insights

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