Agile Investment Management, LLC

Agile Investment Management, LLC is an SEC-registered adviser that primarily serves institutional clients — including corporations, pension and profit-sharing plans, educational and charitable organizations, and investment companies — through separately managed accounts and sub-advised pooled funds. The firm reports approximately $1.165 billion in assets under management and provides discretionary, tailored fixed income management consistent with client-specific investment guidelines.

Agile focuses on global unconstrained fixed income strategies that may include a wide range of debt instruments, emerging-market exposure and, where permitted by client guidelines, the use of derivatives such as futures, swaps, options or currency transactions for hedging or selective return enhancement. Investment decisions are implemented via a team-based process led by an Investment Policy Committee and an Investment Strategy Team that assigns senior and secondary portfolio managers to monitor portfolio structure, trading execution and adherence to constraints.

Noteworthy aspects include the firm’s willingness to use derivatives within separately managed accounts — a practice that is uncommon among peers — and its role as a subadvisor to other investment management firms, exemplified by its management of strategies for a Canadian-registered management company. The firm is privately held by five full-time employee-shareholders, registered with the SEC in 2024, and positions a compact investment team with multi-decade fixed income experience as the core of its portfolio management and client service model.