Products For Financial Success

Enhanced Cash/Short Duration

Actively manages cash requirements to maximize return while maintaining sufficient cash flow.

Enhances returns and delivers principal protection, providing substantial benefits to an organization.

Benefits include:

• Separate managed portfolios
• Consistent returns over benchmark or target yield
• Customized strategies to achieve client goals
• High quality investment grade portfolio

Core Duration

Designed to outperform a generally-accepted fixed income benchmark like the Barclay’s Capital Aggregate Index.

Created to provide enhanced returns over and above the client chosen index.

Risk and duration controlled, sector focused, yield term structure and security specific.

Benefits include:

• Separate managed portfolios
• Targeted returns
• Customized strategies to achieve client goals
• High quality investment grade portfolio

Long Duration

Focused on aligning portfolio’s duration to client’s liabilities.

Created to satisfy a liability schedule or a custom/existing long-duration benchmark.

Minimizes the negative effects of a downturn in the economy that can devastate equity and structured/alternative investment portfolios.

Provides more positive convexity compared to core benchmarks.

Benefits include:

• Custom portfolio aligned to liabilities
• Strong negative correlation to equities
• High quality investment grade portfolio

Custom Benchmark

Coming soon!