TRADITIONAL PRODUCTS & STRATEGIES

philosophy

The Cutwater Traditional Strategies Group provides retail and institutional investors with a suite of investment services ranging from money market vehicles to broad multi-sector fixed income strategies. Our business has been built over the years with a steadfast commitment to delivering a world-class combination of client service and investment performance.

With over $42 billion in fixed income assets under management, Cutwater has built a solid reputation and a strong track record in the marketplace. Our philosophy is based on a long-term approach to finding value in the fixed income markets. We believe having the right team working within a disciplined, robust investment process provides Cutwater and its clients with the best chance for success over time.

Cutwater can offer the strategies below in the following formats:

• Separate accounts
• Institutional funds
• Retail mutual funds

strategy	style	investment profile
Local Government Investment Pools	Liquidity Management	Focus on safety, liquidity, and yield for investment of public funds
Total Return	Active Management	Active management of portfolio exposures to maximize risk-adjusted returns
Insurance and Tax Efficient	Liability/Tax Driven	Portfolio exposures managed to match liabilities or maximize after-tax returns
Bond Funds	Income Focused	Closed-end funds managed with the goal of providing a high level of income for investors