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| Description |
Chandler’s Principal Preservation mandate is an active, team-managed strategy that seeks to generate consistent total return by focusing on preservation of capital and risk management. |
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| Objective |
Exceed the benchmark return over a market cycle while emphasizing principal preservation. |
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| Benchmark |
0-3 Year Treasury Index |
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| 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 and corporate securities, as permitted by each client’s Investment Policy. |
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| Constraints |
Duration Exposure: Typically ±10% of benchmark
Average Quality: Typically AA+ |
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| Research |
Investment Team meets regularly to discuss our sector outlook, review credit quality of portfolio holdings and to analyze securities under consideration. |
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| Vehicles |
Separate Account |
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