“CORE SHORT CONTROLLED RISK”
The “Core Short Controlled Risk” management product is a risk-averse strategy that invests primarily in investment grade short term debt securities and generally has a duration range of one to three years. It is intended for investors seeking an alternative to traditional cash management vehicles such as money market funds and other short-term investment instruments.
This strategy has the potential to generate higher returns than traditional shorter-term investments because of a modest increase in duration in order to opportunistically take advantage of various management tactics and higher market yields, particularly at the less efficient short end of the yield curve.
The “Core Short Controlled Risk” strategy can be used for a variety of purposes, such as for: short-term working capital, insurance reserve, or capital project funds management, etc.
The fixed income management team at WCB seeks to add value to a portfolio through multiple management tools and tactics including:
• Proprietary Credit Research
• Maximization of Corporate Bond Spreads and/or U.S. Agencies
over Treasuries
• Yield Curve Management
• Volatility Analysis
• Duration Management
Each portfolio is customized and managed in accordance with the investment policies and guidelines of the client.