Ullico | Custom Strategies

Custom Strategies

Description

Custom strategies designed to meet the risk and return objectives of institutional fund sponsors, including:

  • Sector strategies providing exposure to Corporate Credit, Agency MBS, CMBS, and/or ABS
  • Targeted duration strategies appropriate for Liability-Driven Investment allocations
  • Financial institution strategies focusing on return per unit of risk-based capital

Performance Objective

  • Outperform each client's preferred fixed-income benchmark, such as:
    • Bloomberg Barclays Intermediate Government/Credit Index
    • Bloomberg Barclays Corporate Index
    • Bloomberg Barclays Mortgage Index
    • Citigroup Broad Investment Grade Index
    • BofA Merrill Lynch 91 Day Treasury Bill Index
  • Generate attractive excess returns with low tracking risk relative to the selected benchmark
  • Target an Information Ratio of 0.5 or better

Investment Goals

  • Capture attractive returns offered by a well-diversified portfolio
  • Add value primarily through security selection and (if appropriate) sector rotation


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