• SHORT DURATION STRATEGY OVERVIEW

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.

Benchmark

Benchmarks vary among RAM strategies and per client requests.

Investible Universe

U.S. Treasuries, U.S. Agencies, Asset Backed Securities (ABS), Corporates, Municipal Bonds, Commercial Paper

Portfolio Constraints:

Portfolio constraints are determined on an individual portfolio basis.

Average Quality:

Aa2


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 March 31, 2018. 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 9/30/2018
INCEPTION May 1, 2011
STRATEGY ASSETS $ 220 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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