ABOUT

FOCUS, RISK MANAGEMENT, SERVICE AND PERFORMANCE

Chandler Asset Management focus on managing fixed income in order to maximize our capacity to best serve the unique needs of our safety-minded clients. This focus allows us to deliver service we are proud of and pursue optimal long-term results.

RISK MANAGEMENT

Our clients tend to be more risk-averse than the general investor population. They seek the partnership of a portfolio management firm with a proven track record for delivering consistent risk-adjusted returns across various market cycles.

SERVICE

Kay Chandler founded Chandler Asset Management in 1988 to build a firm from the ground up that was highly client-centered as well as performance-oriented. Kay remains committed to personal service. She oversees the client service process demonstrating that outstanding service permeates our organization and is a driving force behind our success.

PERFORMANCE

Our team of experienced financial professionals is deeply committed to our clients. The team is dedicated to delivering outstanding investment performance through the use of our proprietary quantitative analysis and qualitative insights, which are consistently implemented across all of our client portfolios. If you or your organization could benefit from a trusted partner experienced in fixed income investing with a strong historical track record, we welcome the opportunity to discuss your needs.

“Our mission is to provide client-focused portfolio management that preserves principal, manages risk and generates income. We deliver our services in a highly personal manner so our clients have no doubt that we are committed 100% to their longterm success and satisfaction.”

MARTIN CASSELL

CEO, Chief Investment Officer

OUR CORE VALUES

These are the principles that guide all of our internal processes and direct our relationships

Chandler’s singular focus since 1988 has been to provide investment strategies to public agencies, institutions, and other risk-conscious clients through the management of high-quality fixed income portfolios. Our clients benefit from our disciplined, repeatable process and exceptional standard of care. Chandler’s unique and distinct culture is best captured in 27 fundamentals that serve as a road map in our business and behaviors.

Slide 01 DO THE RIGHT THING, ALWAYS Demonstrate an unwavering commitment to doing the right thing in every action you take and in every decision you make, especially when no one’s looking. If you make a mistake, own up to it, apologize, and make it right.est rate movements. Slide 02 BE A
FIDUCIARY
In all situations, you have a duty to do what’s best for the client, even if it’s to our own short-term detriment. Put their needs ahead of our own. There’s no greater way to build a reputation than to steadfastly do what’s right for others. Earn the trust of our clients every day.
Slide 03 GET CLEAR ON EXPECTATIONS Create clarity and avoid misunderstandings by discussing expectations upfront. Ask enough questions to get absolute clarity about the goal, expectations, or the problem we’re trying to solve. End all meetings with clarity about action items, responsibilities, and due dates, ensuring that both parties understand what will happen next. Slide 04 LISTEN GENEROUSLY In all situations, you have a duty to do what’s best for the client, even if it’s to our own short-term detriment. Put their needs ahead of our own. There’s no greater way to build a reputation than to steadfastly do what’s right for others. Earn the trust of our clients every day. Slide 05 SPEAK
STRAIGHT
Speak honestly in a way that helps to make progress. Say what you mean, and be willing to ask questions, share ideas, or raise issues that may cause conflict when it’s necessary for team success. Be courageous enough to say what needs to be said. Address issues directly with those who are involved or affected.
Slide 06 OVERCOME OBSTACLES Take personal responsibility for making things happen. Respond to every situation by looking for how we can do it, rather than explaining why it can’t be done. Be resourceful and show initiative. Don’t make excuses or wait for others to solve the problem. See issues through to their completion. Slide 07 CELEBRATE SUCCESS Recognizing people doing things right is more effective than pointing out when they do things wrong. Regularly extend meaningful acknowledgement and appreciation in all directions throughout our organization. Slide 08 BE A FANATIC ABOUT RESPONSE TIME Respond to questions and concerns quickly, whether it’s in person, on the phone, or by e-mail. This includes simply acknowledging that we got the question and we’re “on it”, as well as keeping those involved continuously updated on the status of outstanding issues. Slide 09 KEEP THINGS FUN Regularly reevaluate every aspect of your job to find ways to improve. Don’t be satisfied with the status quo. “Because we’ve always done it that way” is not a reason. Guard against complacency. Focus on making yourself, and the firm, better over time. Slide 10 MAKE QUALITY PERSONAL While our passion for excellence is real, remember that the world has bigger problems than the daily challenges that make up our work. Stuff happens. Keep perspective. Don’t take things personally or take yourself too seriously. Laugh every day. Slide 11 BE PROCESS-DRIVEN Create systems and processes that are scalable and that support our ability to perform with consistency. Strong processes are the foundation of organizational effectiveness. Slide 12 BE RELENTLESS ABOUT IMPROVEMENT Regularly reevaluate every aspect of your job to find ways to improve. Don’t be satisfied with the status quo. “Because we’ve always done it that way” is not a reason. Guard against complacency. Focus on making yourself, and the firm, better over time. Slide 13 THINK TEAM FIRST It’s not about you. Don’t let your own ego or personal agenda get in the way of doing what’s best for the team. Be there for each other and be willing to step into another role or help a co-worker when that’s what’s required for success. Help each other succeed, and work together to drive the best possible solutions and outcomes. Slide 14 LOOK AHEAD AND ANTICIPATE Solve problems before they happen by anticipating future issues, planning for contingencies, and addressing them in advance. Work with appropriate lead times. Preventing issues is always better than fixing them. Slide 15 HONOR COMMITMENTS Do what you say you’re going to do, when you say you’re going to do it. This includes being on time for all phone calls, appointments, meetings, and promises. If a commitment can’t be fulfilled, notify others early and agree on a new deliverable to be honored. Slide 16 WALK IN YOUR CLIENT’S SHOES Understand your clients’ world. Know their challenges and frustrations. See the world from their perspective. The better you understand them, the more effectively you can anticipate and meet their needs. Slide 17 BE EASY TO WORK WITH Find ways to make working with you/us easier. Provide simple and complete instructions. When in doubt, do more rather than pushing the work back to them. Streamline our processes. Simplify everything. Be ridiculously helpful. Slide 18 BE CURIOUS In the search for the best solutions, challenge and question what you don’t understand. Be curious, ask thoughtful questions, and listen intently to the answers. Ask the extra question in order to get to the core issue. Slide 19 PRACTICE BLAME FREE PROBLEM SOLVING Demonstrate a relentless solution focus, rather than pointing fingers or dwelling on problems. Identify lessons learned and use those lessons to improve ourselves and our processes so we don’t make the same mistake twice. Get smarter with every mistake. Learn from every experience. Slide 20 MAKE HEALTHY CHOICES Take care of yourself at home and at the office. Eat well, exercise, and get adequate sleep. Support each other in making healthy choices. The healthier you are, the more you’ll thrive personally and professionally. Slide 21 INVEST IN RELATIONSHIPS Our business is built on trust and trust is built on relationships. Strong relationships enable us to more successfully work through difficult issues and challenging times. Take care to never burn bridges. Slide 22 COMMUNICATE TO BE UNDERSTOOD Know your audience. Write and speak in a way that they can understand. Use the simplest possible explanations. Slide 23 TREASURE, PROTECT, AND PROMOTE OUR REPUTATION As owners, we are all responsible for, and benefit from, the Chandler Asset Management image and reputation. Consider how your actions affect our collective reputation, and be a proud ambassador for the company. Slide 24 GO THE EXTRA MILE
Be willing to do whatever it takes to accomplish the job…plus a little bit more. Be willing to do the mundane and ordinary things necessary to achieve the result. Whether it’s starting early, staying late, or doing something that’s not in your job description, it’s the extra mile that separates the ordinary from the extraordinary.
Slide 25 “BRING IT” EVERY DAY
Have a passion for what we do and be fully engaged. Make the most of each day by approaching every task with energy, focus, purpose, and enthusiasm. Work with a sense of urgency to get things done.
Slide 26 SUPPORT YOUR COMMUNITY
Be an active part of your community. Contribute your time, effort, and where appropriate, your money, to make your community better. Make a difference.
Slide 27 WORK ON YOURSELF
Be a lifelong learner. Seek out and take advantage of every opportunity to gain more knowledge, to increase your skills, and to become a greater expert. Be resourceful about learning and sharing best practices.

DO THE RIGHT THING, ALWAYS

Demonstrate an unwavering commitment to doing the right thing in every action you take and in every decision you make, especially when no one’s looking. If you make a mistake, own up to it, apologize, and make it right.est rate movements.

BE A FIDUCIARY

In all situations, you have a duty to do what’s best for the client, even if it’s to our own short-term detriment. Put their needs ahead of our own. There’s no greater way to build a reputation than to steadfastly do what’s right for others. Earn the trust of our clients every day.

GET CLEAR ON EXPECTATIONS

Create clarity and avoid misunderstandings by discussing expectations upfront. Ask enough questions to get absolute clarity about the goal, expectations, or the problem we’re trying to solve. End all meetings with clarity about action items, responsibilities, and due dates, ensuring that both parties understand what will happen next.

LISTEN GENEROUSLY

In all situations, you have a duty to do what’s best for the client, even if it’s to our own short-term detriment. Put their needs ahead of our own. There’s no greater way to build a reputation than to steadfastly do what’s right for others. Earn the trust of our clients every day.

SPEAK STRAIGHT

Speak honestly in a way that helps to make progress. Say what you mean, and be willing to ask questions, share ideas, or raise issues that may cause conflict when it’s necessary for team success. Be courageous enough to say what needs to be said. Address issues directly with those who are involved or affected.

OVERCOME OBSTACLES

Take personal responsibility for making things happen. Respond to every situation by looking for how we can do it, rather than explaining why it can’t be done. Be resourceful and show initiative. Don’t make excuses or wait for others to solve the problem. See issues through to their completion.

CELEBRATE SUCCESS

Recognizing people doing things right is more effective than pointing out when they do things wrong. Regularly extend meaningful acknowledgement and appreciation in all directions throughout our organization.

BE A FANATIC ABOUT RESPONSE TIME

Respond to questions and concerns quickly, whether it’s in person, on the phone, or by e-mail. This includes simply acknowledging that we got the question and we’re “on it”, as well as keeping those involved continuously updated on the status of outstanding issues.

KEEP THINGS FUN

Regularly reevaluate every aspect of your job to find ways to improve. Don’t be satisfied with the status quo. “Because we’ve always done it that way” is not a reason. Guard against complacency. Focus on making yourself, and the firm, better over time.

MAKE QUALITY PERSONAL

While our passion for excellence is real, remember that the world has bigger problems than the daily challenges that make up our work. Stuff happens. Keep perspective. Don’t take things personally or take yourself too seriously. Laugh every day.

BE PROCESS-DRIVEN

Create systems and processes that are scalable and that support our ability to perform with consistency. Strong processes are the foundation of organizational effectiveness.

BE RELENTLESS ABOUT IMPROVEMENT

Regularly reevaluate every aspect of your job to find ways to improve. Don’t be satisfied with the status quo. “Because we’ve always done it that way” is not a reason. Guard against complacency. Focus on making yourself, and the firm, better over time.

THINK TEAM FIRST

It’s not about you. Don’t let your own ego or personal agenda get in the way of doing what’s best for the team. Be there for each other and be willing to step into another role or help a co-worker when that’s what’s required for success. Help each other succeed, and work together to drive the best possible solutions and outcomes.

LOOK AHEAD AND ANTICIPATE

Solve problems before they happen by anticipating future issues, planning for contingencies, and addressing them in advance. Work with appropriate lead times. Preventing issues is always better than fixing them.

HONOR COMMITMENTS

Do what you say you’re going to do, when you say you’re going to do it. This includes being on time for all phone calls, appointments, meetings, and promises. If a commitment can’t be fulfilled, notify others early and agree on a new deliverable to be honored.

WALK IN YOUR CLIENT’S SHOES

Understand your clients’ world. Know their challenges and frustrations. See the world from their perspective. The better you understand them, the more effectively you can anticipate and meet their needs.

BE EASY TO WORK WITH

Find ways to make working with you/us easier. Provide simple and complete instructions. When in doubt, do more rather than pushing the work back to them. Streamline our processes. Simplify everything. Be ridiculously helpful.

BE CURIOUS

In the search for the best solutions, challenge and question what you don’t understand. Be curious, ask thoughtful questions, and listen intently to the answers. Ask the extra question in order to get to the core issue.

PRACTICE BLAME FREE PROBLEM SOLVING

Demonstrate a relentless solution focus, rather than pointing fingers or dwelling on problems. Identify lessons learned and use those lessons to improve ourselves and our processes so we don’t make the same mistake twice. Get smarter with every mistake. Learn from every experience.

MAKE HEALTHY CHOICES

Take care of yourself at home and at the office. Eat well, exercise, and get adequate sleep. Support each other in making healthy choices. The healthier you are, the more you’ll thrive personally and professionally.

INVEST IN RELATIONSHIPS

Our business is built on trust and trust is built on relationships. Strong relationships enable us to more successfully work through difficult issues and challenging times. Take care to never burn bridges.

COMMUNICATE TO BE UNDERSTOOD

Know your audience. Write and speak in a way that they can understand. Use the simplest possible explanations.

TREASURE, PROTECT, AND PROMOTE OUR REPUTATION

As owners, we are all responsible for, and benefit from, the Chandler Asset Management image and reputation. Consider how your actions affect our collective reputation, and be a proud ambassador for the company.

GO THE EXTRA MILE

Be willing to do whatever it takes to accomplish the job…plus a little bit more. Be willing to do the mundane and ordinary things necessary to achieve the result. Whether it’s starting early, staying late, or doing something that’s not in your job description, it’s the extra mile that separates the ordinary from the extraordinary.

“BRING IT” EVERY DAY

Have a passion for what we do and be fully engaged. Make the most of each day by approaching every task with energy, focus, purpose, and enthusiasm. Work with a sense of urgency to get things done.

SUPPORT YOUR COMMUNITY

Be an active part of your community. Contribute your time, effort, and where appropriate, your money, to make your community better. Make a difference.

WORK ON YOURSELF

Be a lifelong learner. Seek out and take advantage of every opportunity to gain more knowledge, to increase your skills, and to become a greater expert. Be resourceful about learning and sharing best practices.

MEET YOUR EXPERTS

Demonstrate an unwavering commitment to doing the right thing in every action you take and in every decision you make, especially when no one’s looking. If you make a mistake, own up to it, apologize, and make it right.est rate movements.

MEET YOUR EXPERTS

Chandler offers its clients direct access to its lead portfolio managers and the entire investment management team who are responsible for making the decisions for your portfolio. Investment professionals have a significant understanding of not only your investment portfolio, but also of where it fits in the overall program and its future objectives.

JOIN CHANDLER

GREAT PEOPLE WITH GREAT VALUES

If you are an investment professional interested in working for an organization that values commitment, collaboration, and service, please contact us at careers@chandlerasset.com

JOIN CHANDLER

If you are an investment professional interested in working for an organization that values commitment, collaboration, and service, please contact us at:
careers@chandlerasset.com