Since then, the company has expanded to include derivatives, mortgage securities, emerging markets and other sectors of the global bond market. It has become one of the largest asset management companies in the world. Once a unit of Pacific Mutual Life Insurance, it is now owned by the German financial services company Allianz SE. PIMCO exchange-traded funds give investors access to the full strength of our investment platform, all with the daily transparency, intraday prices and low minimum investment levels offered by the ETF vehicle. We believe that active management is the responsible way to invest our clients` wealth. On September 26, 2014, it was announced that Bill Gross, co-founder and former Chief Investment Officer (known as the “King of Bonds” in the investment space), was stepping down to join Janus Capital Group. [1] In April 2015, PIMCO announced the appointment of former Federal Reserve Chairman Dr. Ben Bernanke as a senior advisor, following in the footsteps of his predecessor, Federal Reserve Chairman Alan Greenspan. [4] PIMCO`s mission is to help clients achieve their long-term financial goals and has deep expertise in the fixed income market, from LTD to defined contributions to wealth management, all of which aim to provide retirees with consistent income and manage their assets in retirement. Bonds play an important role in many portfolios and offer less volatile income, capital preservation and returns than riskier investments. PIMCO`s fixed income strategies draw on the experience and resources of a leading global provider of active bond management. PIMCO`s investment process, which brings together our investment professionals from around the world, is designed to promote new ideas and different perspectives. Dan Ivascyn, Group Chief Investment Officer (CIO), largely oversees portfolio management and investment strategy.

[7] There are five other CIOs: Andrew Balls, CIO Global Fixed Income; Mark Kiesel, CIO Global Credit; Scott Mather, CIO U.S. Core Strategies; Marc Seidner, CIO Non-Traditional Strategies; and Mihir Worah, CIO Real Return and Asset Allocation. [8] PIMCO (Pacific Investment Management Company, LLC) is a U.S. investment management firm focused on actively managing fixed income securities worldwide. PIMCO manages investments in many asset classes such as fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $2.21 trillion in assets for central banks, sovereign wealth funds, pension funds, corporations, endowments and endowments, and individual investors worldwide. PimCO is headquartered in Newport Beach, California, and employs more than 2,900 people in 17 offices in North and South America, Europe and Asia. [3] PIMCO`s investment process incorporates information from its cyclical forums, which anticipate market and economic trends over a period of 6 to 12 months, and the annual Secular Forum, which projects trends over a period of 3 to 5 years. The Company believes that a sound macroeconomic outlook – both long-term and short-term – is essential to identify potential opportunities and risks.

PIMCO, or Pacific Investment Management Company, is an American investment management firm founded in California in 1971. The firm focuses on fixed income and manages more than $2.2 trillion in assets. The company mainly deals with portfolio management, account management and business management. Before Wall Street economic forums became mainstream, our investment experts came together to identify economic and market trends for our clients. Decades later, the cornerstone of our process is stronger and more important than ever. Interval funds are unlisted closed-end funds. Limited liquidity will only be made available to shareholders at net asset value through the Fund`s quarterly offers to repurchase between 5% and 25% of its outstanding shares (subject to applicable law and the approval of the Board of Directors, the Fund currently plans to offer the repurchase of 10% of the outstanding shares per quarter). There is no secondary market for the fund`s shares and none are expected to grow either.

Investors should view the fund`s shares as an illiquid investment. It is important to note that there are differences between the Fund`s daily internal accounting records, the Fund`s financial statements prepared in accordance with U.S. GAAP, and record-keeping practices under income tax regulations. The Fund may not issue a section 19 notice if the Fund`s subsequent financial statements prepared in accordance with U.S. GAAP or the final tax nature of such distributions may subsequently indicate that the sources of such distributions included capital gains and/or a return of capital. More information can be found in the fund`s most recent report to shareholders. The Fund`s payout ratio can be influenced by many factors, including changes in realized and projected market returns, fund performance and other factors. There can be no assurance that a change in market conditions or other factors at a later date will not result in a change in the Fund`s payout ratio.

Investing in an interval fund is not suitable for all investors. Unlike typical closed-end funds, the shares of an interval fund are generally not listed on the stock exchange. Although interval funds provide investors with limited liquidity by offering to buy back a limited number of shares at regular intervals, investors should consider the fund`s shares as an illiquid investment. Investments in interval funds are therefore subject to liquidity risk as an investor may not be able to sell the shares at an advantageous time or price. The fund assumes that no secondary market will develop for its shares. There is no guarantee that an investor will be able to contribute all the units of funds requested as part of a regular buyback offer. The Company`s Total Return Fund strives to maximize capital while preserving capital. Founded in 1987, the fund values higher-value medium-term bonds and is more globally diversified to reduce concentration risk. The fund also has flexibility that helps respond to changing economic conditions. 2017 PIMCO launches a global ESG investment platform to help clients achieve their investment goals while making positive changes. The size of the company and the long-standing relationships with issuers have helped us be a leader in ESG exposure to fixed income. PIMCO initially acted as a unit of Pacific Life Insurance Co.

and managed separate accounts for that insurer`s clients. The company was founded in 1971[1] with assets of $12 million. In 2000, PIMCO was acquired by Allianz SE, a large global financial services company based in Munich, Germany, but the company continues to operate as a separate subsidiary of Allianz. 1988 PIMCO is one of the first companies to offer long-term liability management as a dedicated strategy. The company works with various institutions, from corporations, central banks, private and public pension funds, foundations and endowment funds to pension plans. According to the company`s website, PIMCO employs more than 3,050 people who work in offices across the Americas, Europe and Asia. The firm has more than 900 global investment professionals and more than 260 portfolio managers. As of June 2021, the company managed more than $2.20 trillion in assets. PIMCO specializes in fixed income. It manages the internationally renowned Total Return Fund. The company serves institutional investors, high net worth individuals and individual investors with its account services and investment funds.

Our clients rely on an investment process that has been tested in almost all market environments. The fund pays a monthly dividend and covers the U.S. premium fixed income market with index components for government and corporate securities, mortgage-linked securities and asset-backed securities. .