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®). 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.