Corporate 0-10 Year Ladder

Managed Accounts . Multisector Bond .

Overview

 
STRATEGY

A composite comprised of all separately managed accounts portfolios with the authority to invest in Treasuries, agencies, and corporates that are managed in a laddered structure out to approximately 10 years. Portfolios in this style are generally benchmarked against the Bloomberg Barclays U.S. Intermediate Treasury Index.

KEY FACTS
Key Facts - Part 1
Benchmark Bloomberg Barclays U.S. Intermediate Treasury Index
Key Facts - Part 2
Strategy Inception Date April 1 2009
INVESTMENT GOALS Retirement
Income
MANAGERS
Robert Ostrowski, CFA
Executive Vice President
Chief Investment Officer for the Global Fixed Income Group
Senior Portfolio Manager

joined Federated
32 years of experience
Denis Doherty, CFA
Senior Vice President
Senior Portfolio Manager, Head of Managed Accounts Group

joined Federated
32 years of experience

Characteristics

Commentary

Documents

 
DISCLOSURES

Investment strategies described on this site are not necessarily available through every sponsor program. Please check with your Federated representative or your home office to ascertain accessibility.

For a detailed discussion of Managed Account strategies or to receive additional information, please Contact Us.

Issues discussed within this communication represent the investment manager's explanation of factors that were considered when executing transactions or holding specific securities on the prior date indicated. Because this is a managed portfolio, the investment mix will change and the holdings are not indicative of future portfolio composition. Marketplace conditions fluctuate suddenly and frequently, and investment manager's opinions may change. These comments are not intended to be and do not constitute recommendations that others buy, sell or hold any of the securities discussed. Opinions relate to the representative portfolio as of the date above and are subject to change.

Supplemental to the GIPS composite found on this website in the Performance Profile found in the Documents section.

For printing purposes, this commentary must be accompanied by the full GIPS report.

Past performance is no guarantee of future results.

For additional information, including definitions of related terms and indexes, see the Financial Glossary and Benchmark Index Glossary.

Federated Investment Counseling