TAILORED SHORT DURATION PORTFOLIOS, DEEP FIXED INCOME EXPERTISE

Our dedicated short duration portfolio management team has an average of 25 years of industry experience. Together, they draw from a deep bench of resources to provide solutions tailored to meet clients' specific financial goals and risk appetites. Our primary objectives are principal preservation and liquidity. We then assess opportunities to maximize yield in alignment with client parameters. Our product offerings span operating, core and strategic cash needs for investment time horizons from 1 day to 1-3 years.

HIGH-TOUCH SERVICE MODEL
RESPONSIVE. TRANSPARENT.

To meet each client’s unique needs, our service model offers direct access to portfolio managers and investment resources, providing complete transparency into views, positioning and results. We believe inclusion of the portfolio manager as a part of the core client service team is the most effective way to meet the ever-changing needs of our clients. Our portfolio managers are dynamic, responsive partners who provide visibility and effective potential solutions at every turn.

CLIENT-DRIVEN PORTFOLIO SOLUTIONS

APPROACH & VIEW

• Investment professionals partner with clients to provide custom solutions that strive for the optimal balance of low volatility, principal preservation, liquidity and returns. Our approach is focused first on liquidity needs and current market risk and then optimizing return potential.
• We believe prudent risk management is key to long-term investment success. We seek to avoid negative surprises by focusing on implementation processes and governance and optimizing cash allocations to meet the specific risk appetite of our clients.
• Portfolio construction is founded on a repeatable, continuous review at a security and issuer level focused on high quality and low volatility. Client investment guidelines and liquidity needs are the cornerstone and foundation of our investment process.
• Our independent credit research team determines an approved issuer list. Sector and credit variables, rating sensitivity, and underlying fundamentals are evaluated at an issuer and security level, then reviewed for structural, market and concentration risks before receiving formal approval from the counterparty credit risk research committee. The Portfolio Management Team has access to the credit research team’s updates in real time through our Fixed Income Research Database.

CLIENT FOCUS

We design custom investment solutions tailored to our clients’ needs and seek to exploit structural market inefficiencies

A strategic partnership that includes direct client access to portfolio managers, investment analysts, and market insights, as well as custom reporting

RIGOROUS FUNDAMENTAL RESEARCH

Robust credit process integrates a longer-term outlook and relative value assessment with a short-term focus on money market eligible securities

Seek to apply the best investment ideas of dedicated sector teams

DEPTH & STABILITY OF
INVESTMENT TEAM

Dedicated team of investment professionals with extensive experience managing short-duration mandates

Long-tenured investment team has navigated portfolios through multiple market cycles