| Description |
Chandler’s Core Fixed income mandate is an active, team-managed strategy that seeks to generate consistent total return by focusing on preservation of capital and risk management. |
|
| Objective |
Exceed the benchmark return over a market cycle while emphasizing principal preservation. |
|
| Benchmark |
Lehman Brothers Aggregate Index |
|
| Approach |
Value is added through diverse strategies, including duration management, yield curve structure, sector allocation, and issue selection. Portfolios are invested primarily in Treasury, Agency corporate and mortgage-backed securities, as permitted by each client’s Investment Policy. |
|
| Constraints |
Duration Exposure: Typically ±5% of benchmark
Average Quality: Typically AA+ |
|
| Research |
Investment Team meets regularly to discuss our sector outlook, review credit quality of portfolio holdings and to analyze securities under consideration. |
|
| Vehicles |
Separate Account |
