Fixed income

Treasury Ladder Strategy

The strategy strives to provide stable, risk-free income and limited volatility of principal by investing in a portfolio of U.S. Treasury bills/notes/bonds with laddered maturities.

The Remi engine

The team’s systematic investment engine, Remi, supports multi-asset, customized, tax-managed solutions and portfolio optimization.

Systematic implementation

A factor-based systematic process provides a robust framework to deliver customized solutions for clients targeting specific outcomes.

Risk management

The team’s independent risk management provides a consistent, unbiased framework for evaluating risks and exposures within a portfolio.

Investment approach

A factor-based, systematic process of predict-decide-learn

A disciplined research process helps validate investment hypotheses.

The team’s research process has four main tenets: economic rationale, evidence-based efficacy, minimal cognitive bias, and a feedback loop.

Consistent performance may be achieved through systematic implementation.

The team’s decisions are characterized by unbiased portfolio construction, robust risk management, and efficient implementation.

Ongoing improvements are realized through a feedback loop framework.

By constantly reviewing the attribution of portfolio characteristics, the team attempts to better understand how a portfolio's return and risk sources change.

1 of 3

Our team

Meet the investment team

The team philosophy is to leverage a continuous and repeatable process of predict-decide-learn to deliver differentiated investment solutions to clients.

View Team