| Fixed
Income Styles |
 |
|
Analyzing
the differing styles of a group of money
managers makes it simpler for investors
to make comparisons on performance.
The result is a stronger viewpoint on
the influence a certain manager’s
style can have on your portfolio, positive
or negative.
|
How
Managers Add Value: |
|
$
Choosing Sectors
$ Selecting Credit Quality
$ Anticipating Interest Rates
$ Arranging Favorable Spreads
|
|
|
Active
Duration |
|
Defensive.
|
Intermediate. |
Extended
Maturity. |
Core |
|
|
| Risk
Return Profiles |
|
|
For
both equity and fixed income styles,
it is important to assess the risk return
profiles very carefully. Each style’s
unique profile is a signpost that lets
you in on the most effective ways to
structure the assets in your portfolio.
| Investment
Risk Profile |
|
|
Different investors react differently
to risk. Here at StateTrust,
we understand that each individual is
concerned about varying risk factors.
The table below shows you how we measure
investment risk.
| Components
of Investment Risk |
Liquidity
Risk |
Enough
cash to meet expenses? |
Asset
Allocation Risk |
Are
assets diversified in the best possible
way? |
Board
Room Risk |
Can
decision makers hang on to long-term
strategies in the face of an ever-changing
market? |
Lost
Opportunity Risk |
Investor
deviates or waits too long to apply
investment strategies. |
Purchasing
Power Risk |
Will
investment strategy keep pace with
inflation? |
Funding
Risk |
Will
expected contributions be made? |
Risk
versus Return |
Are
returns consistent with the level
of risk? |
The
Company 
Managed
Accounts
