• INTERMEDIATE STRATEGY OVERVIEW

The Ramirez Intermediate Strategy emphasizes high-quality spread sectors in the 0 – 10 year maturities with an objective of maximizing total rate of return and achieving better risk adjusted results than the benchmark over a complete market cycle.

Benchmark

Bloomberg Barclays U.S. Government/
Credit Bond Index

Investible Universe

U.S. Treasuries, U.S. Agencies, Asset Backed Securities (ABS), Agency Mortgage Backed Securities (MBS), Commercial Mortgage Backed Securities (CMBS), Corporates, Municipal Bonds, U.S. Treasury Inflation-Protected Securities (TIPS).

Portfolio Constraints:

Duration: +/- 10% relative to benchmark

Average Quality:

A1

eVestment Rankings:

eVestment is one of the premier databases ranking investment management performance. Rankings are as of 12/31/2017,

eVestment Percentile Rankings 1 Year 3 Year 5 Year
US Interm. Duration Fixed Income Universe: 28 27 36

Disclosure: Ramirez Asset Management, Inc. is an independent registered investment adviser that offers investment management services to institutional clients. Ramirez Asset Management, Inc. (“RAM”) claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. RAM has been independently verified for the periods September 1, 2008 through December 31, 2017. The verification report(s) is/are available upon request.

You may obtain a compliant presentation and firm’s list of composite descriptions by submitting a request here.

FAST FACTS
as of 3/31/2018
INCEPTION September 1, 2010
STRATEGY ASSETS $ 134.7 million
FACT SHEET
For More Information, Please Contact Us Below

PORTFOLIO MANAGEMENT TEAM

Samuel A. Ramirez, Jr.
Louis Sarno
Helen Yee

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