Nordea AM launches its first systematic fixed income fund with over $1.4 billion under management
2 JUN, 2026
By Joanna Piwko from RankiaPro Europe
Nordea AM announced today the launch of its first systematic fixed income strategy, the Nordea 2 – BetaPlus Enhanced US Corporate Bond fund, a solution that starts with more than 1.4 billion dollars in assets under management. The manager frames this move in its commitment to expand its presence in quantitative investment applied to the credit market.
The management is in charge of the NAM Systematic Fixed Income team, led by Lucette Yvernault, head of Systematic Fixed Income, along with Marton Huebler, senior portfolio manager.
A strategic step in Nordea AM's quantitative expansion
The launch represents a milestone in the manager's evolution towards systematic fixed income investment, following the incorporation in October 2025 of Lucette Yvernault and Marton Huebler. Both signings are part of the entity's strategy to strengthen its quantitative investment capabilities.
The firm highlights that it has been developing quantitative strategies for more than two decades through its Multi Asset team, with applications in balanced portfolios, absolute return and equity. According to Nordea AM, this journey has allowed to generate superior long-term returns through the use of advanced quantitative methods, from factor investing to machine learning tools.
In this context, Nordea AM's BetaPlus Enhanced strategies have gained relevance among investors seeking solutions with lower active risk and a consistent and repeatable superior return pattern in the long term. Currently, the team manages more than 150 billion euros in assets, of which more than 80 billion correspond to BetaPlus Enhanced solutions.
A multifactor approach to US corporate credit
Since their arrival at Nordea, Yvernault and Huebler have worked on adapting and expanding existing models to transfer the multifactor capabilities of the Multi Asset team to the credit universe. This process has resulted in the creation of the Nordea 2 – BetaPlus Enhanced US Corporate Bond Fund, the house's first dedicated systematic fixed income strategy.
The fund applies the BetaPlus framework of NAM to the US investment grade corporate bond market. To do this, it uses a fundamental, technical and valuation factor analysis with the aim of identifying attractive opportunities among different issuers.
The strategy combines a rigorous systematic asset selection with a disciplined portfolio construction process and robust risk management. With this, NAM seeks to offer superior return generation consistently over time.
After several years of research and development, we have launched our first quantitative fixed income strategy. This represents a significant step in the application of the BetaPlus framework to investment grade credit. The next step will be to expand this approach to global credit markets and increase active risk levels.
Asbjørn Trolle Hansen, Director of Multi Assets at Nordea AM
