• STABLE VALUE/INTERMEDIATE CORE STATEGY OVERVIEW

The Ramirez Stable Value/Intermediate Core (Stable Value) Strategy emphasizes high-quality spread sectors in the 0-30 year maturities, with a maximum overall effective duration of 4.0 years. Our objective is to maximize total rate of return and achieve better risk adjusted results than the benchmark over a complete market cycle.

Benchmark

Bloomberg Barclays U.S. Government/
Credit 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:

Aa3

eVestment Rankings:

eVestment is one of the premier databases ranking investment management performance.

eVestment Percentile Rankings 1 Year 3 Year 5 Year
US Interm. Duration Fixed Income Universe: 27 25 -

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 October 1, 2013
STRATEGY ASSETS $ 420.3 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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