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Liquidity Asset Management (LAM)

Overview

The Liquidity Asset Management (LAM) strategies seek to provide a high degree of income/total return while managing the liquidity and risk structure relative to customized guidelines and/or comparable index.

Strategies and Characteristics

SHORT TERM1 – 3 YEAR MATURITY BAND1 – 5 YEAR MATURITY BAND
SECTOR OPTIONSU.S. TREASURY
U.S. AGENCY
CORPORATE
SECURITIZED (ABS/CMBS/MBS)
MUNICIPAL
U.S. TREASURY
U.S. AGENCY
CORPORATE
SECURITIZED (ABS/CMBS/MBS)
MUNICIPAL
U.S. TREASURY
U.S. AGENCY
CORPORATE
SECURITIZED (ABS/CMBS/MBS)
MUNICIPAL
DURATION RANGE0 – 2.00 YEARS1.50 – 2.00 YEARS2.00 – 3.00 YEARS
PRODUCT OPTIONSGOVERNMENT ONLY
TAX EXEMPT ONLY
GOV’T/CREDIT A+
INVESTMENT GRADE OR BETTER
GOVERNMENT ONLY
TAX EXEMPT ONLY
GOV’T/CREDIT A+
INVESTMENT GRADE OR BETTER
GOVERNMENT ONLY
TAX EXEMPT ONLY
GOV’T/CREDIT A+
INVESTMENT GRADE OR BETTER


Strategy Managers

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Alan Kort, CFA

Investment Industry Experience:

13 years

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John Hoeting, CFA

Investment Industry Experience:

28 years

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Jonathan Finkler

Investment Industry Experience:

16 years

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Philip Vergunst, CFA

Investment Industry Experience:

10 years