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

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