Short Duration

The GIA Short Duration Fixed Income strategy is a liquid, cash-alternative portfolio focusing on principal preservation with a goal of generating performance that exceeds money-market funds. The securities universe consists primarily of U.S. government bonds and high-quality U.S. dollar denominated securities issued by government-related entities, corporations and supranational entities. Dependent on the client’s guidelines, a limited allocation to securities rated below investment-grade may be added. Securities in the composite have maximum maturity limitations. Strategy may be customized to meet a clients’ short term fixed income needs.

Key Attributes

  • Principal protection
  • Bottom-up, fundamentally-driven investment approach
  • Limited exposure to macro risks (interest rates, currency)
  • Active risk management and portfolio review
  • Credit research focused on creditworthiness and relative value.
  • Average credit quality AA/A
  • Currency: U.S. Dollars

Applications for Strategy

  • Permanent cash investments
  • Operating cash
  • Scheduled disbursement accounts
  • Lower volatility retirement savings option
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Fact Sheet

Little Fixer Uppers
(Move Over Joanna and Chip)

No reason to build a new house if the neighbors have already done it for you. Meerkats are great at digging, but they typically just move in to burrows already dug by other animals, such as ground squirrels. They often have as many as 15 entrances and exits with all sorts of chambers and tunnels, some more than six feet deep. There are separate chambers for sleeping and going to the bathroom. A meerkat mob usually has several burrow systems and will relocate every few months.