• STRATEGIC INTERMEDIATE STRATEGY OVERVIEW

The Ramirez Strategic Intermediate Strategy generates “plus-like” alpha through a dedicated Municipal and Credit fixed income allocation with a concentrated ETF allocation; RAM also allows a greater relative duration bandwidth (+/- 10%) versus the benchmark. Our objective is to maximize total rate of return and achieve better risk adjusted results than the benchmark over a complete market cycle.

Benchmark

Blended Index: 90% Bloomberg Barclays Intermediate U.S. Government/Credit Index and 10% S&P 500 Index

Investible Universe

U.S. Treasuries, U.S. Agencies, Corporates, Municipal Bonds, Equities/ETFs

Portfolio Constraints:

Duration: +/- 10% relative to benchmark
Maximum Maturity: 10 years

Average Quality:

A1


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.

FAST FACTS
as of 9/30/2018
INCEPTION August 1, 2011
STRATEGY ASSETS $ 51.2 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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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