The Ramirez Short Duration Strategy is a total rate of return strategy that generates alpha through a broad exposure to 0-5 year investment grade spread sectors.
Benchmarks vary among RAM strategies and per client requests.
U.S. Treasuries, U.S. Agencies, Asset Backed Securities (ABS), Corporates, Municipal Bonds, Commercial Paper
Portfolio constraints are determined on an individual portfolio basis.
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.