Short Term Fixed Income
Fixed Income Strategies
Short Term Fixed Income
Intermediate Credit
Intermediate Fixed Income
Core Fixed Income
highlights
Philosophy
process
Style: Short Term Fixed Income
Inception: 7/1/2002
Benchmark: Bloomberg Barclays US Treasury 1-5 Year
Approximately 40 issues
Standard allocation may include: governments, agencies, securitized, and corporate bonds
Bonds are investment grade at time of purchase
Investment Policy Committee
Jeff Porter, CFA Committee Chair
John Beaver, CFA
Brian Guild
Jack Corrigan, CFA