Our Strategies
Here is a brief overview of the strategies that IBN Asset Management offers today. Please note that all strategy allocations, durations and rating thresholds are fully customizable to fit the specific needs of a client.
Treasury Only
This is our more prudent strategy. It provides maximum safety while maintaining adequate levels of liquidity.
Government
The Government Strategy still offers high levels of safety, with the added benefit of additional yield.
Enhanced Cash
Our Enhanced Cash portfolio provides high levels of liquidity and a return superior to that of a Money market fund.
CORE
Our most sophisticated strategy, CORE offers superior yield and unmatched diversification with an actively managed portfolio.
In addition to the Treasury and Government strategies, we also offer Treasury+ and Government+ variants which provide active management, ensuring that your portfolios are always performing to their highest potential. Risk is mitigated with an actively managed portfolio because the manager has the ability to move positions and exposures as market changes occur.
These strategies are only offered in active management styles, due to the nature of their investment styles. Their security selection includes Treasury Securities, Agency Notes, Money Markets, Corporate Notes and Commercial Paper. The Enhanced Cash strategy maintains an overall duration of under 1 year and the CORE strategy can range anywhere from 3 months- 5 years depending on the client’s needs.