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.
Bloomberg Barclays U.S. Government/
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).
Duration: +/- 10% relative to benchmark
eVestment is one of the premier databases ranking investment management performance. Rankings are as of 9/30/2018,
|eVestment Percentile Rankings||1 Year||3 Year||5 Year|
|US Interm. Duration Fixed Income Universe:||14||34||32|
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®). RAM has been independently verified for the periods September 1, 2008 through June 30, 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.