The Ramirez Long Duration Strategy primarily utilizes a dedicated Municipal allocation with tactical use of core fixed income sectors (maximum 20%). Our objective is to maximize total rate of return and achieve better risk adjusted results than the benchmark over a complete market cycle.


The strategy is primarily benchmarked to the Barclays Long Government/Credit and secondarily to the Intercontinental Exchange Bank of America/Merrill Lynch (“ICE BaML”) Broad U.S. Taxable Municipal Securities Index.

Investible Universe

U.S. Treasuries, U.S. Agencies, Corporates, Municipal Bonds

Portfolio Constraints:

Duration: +/- 15% relative to benchmark

Average Quality:


eVestment Rankings:

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 Long Duration Fixed Income Universe 1 11 -

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.

as of 9/30/2018
INCEPTION April 1, 2014
STRATEGY ASSETS $ 151.1 million
For More Information, Please Contact Us Below


Samuel A. Ramirez, Jr.
Louis Sarno
Helen Yee



To all clients:

Ramirez Asset Management (RAM) continues to monitor all federal, state, and local COVID-19 guidance. Currently all employees are working remotely. The firm is operating business as usual, providing all products, services and capabilities for our clients across the globe. We will continue to provide updates to you, as needed, in the coming days and weeks.

For more information, please refer to the RAM Business Continuity Policy Disclosure: ramirezam.com/Home/BusinessContinuityPolicy If you have any questions, please contact your Sales or Relationship Manager or email info@ramirezam.com

Ramirez Asset Management