Strategies

Ways we can help

Think of us as your strategic investment partner. Since our inception, we have been passionately committed to exceeding each client’s expectations. This philosophy is at the heart of everything we do at Chandler Asset Management.

We have been developing and implementing fixed income investment solutions for our institutional clients, including public agencies, healthcare providers, foundations, endowments and corporations, since 1988. Our Founder Kay Chandler continues to be the driving force behind the firm. Martin Cassell, our CEO and Chief Investment Officer, leads the investment team and oversees the firm’s business activities.

The firm is independent and wholly owned by its employees. All of our resources are dedicated to finding custom-tailored investment solutions for our clients, and to providing superior client service.


Chandler Asset Management has built a strong reputation for working with financial professionals to help meet and exceed their clients’ investment goals.

We employ an active management approach with a focus on consistent long-term results. From cash management to core bond portfolios, we offer separate account solutions designed to suit the diverse needs of your clients.

Core Benefits

Risk Management

Emphasis at all times on preservation of your capital and your risk tolerance

Performance

Experienced in fixed income investing in all market cycles

Service

A strong client-centered culture that values responsive, personal service

Our Strategies

Since clients have differing objectives and constraints, we manage each portfolio separately. This process begins by taking the time to get to know our clients and understand their unique needs so we can act as a true partner who works passionately to help them reach their long-term goals.

Fixed Income Strategy (as of 06/30/2020) Yield Duration Quality* Profile
Ultra Short Bond  0.39% 0.92 AA  Download
Chandler’s Ultra Short Bond Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BAML Blended 0-3 Year US Treasury Index.
Limited Maturity 0.32% 1.79 AA  Download
Chandler’s Limited Maturity Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BAML 1-3 Year US Treasury Index.
Short Term Bond  0.37% 2.53 AA  Download
Chandler’s Short Term Bond Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BAML 1-5 Year US Treasury & Agency Index.
All Corporate  0.80% 2.54 A-  Download
The All Corporate strategy invests in U.S. investment-grade corporate bonds rated “BBB” and above. The strategy is benchmarked to the ICE BAML 1-5 Year US Corporate Index.
Intermediate Bond  0.51% 3.56 AA  Download
The Intermediate Bond strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BAML 1-10 Year US Treasury & Agency Index.
1-10 Year Govt / Corporate  0.69% 3.75 AA-  Download
The 1-10 Year Government/Corporate strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BAML 1-10 Year US Corporate and Government Index.
Core Bond   1.01% 6.13 AA-  Download
Chandler’s Core Bond strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BAML US Corporate, Government and Mortgage Index.

 

Asset Allocation Strategy (as of 06/30/2020) Profile
Multi-Asset Class   Download
Chandler’s Multi-Asset Class (“MAC”) Strategy invests in a well-diversified portfolio of financial assets, including stocks, fixed income securities, commodities, and REITs. The MAC strategy seeks to add value through a disciplined, quantitative and qualitative process.

 

Fixed Income Strategy (as of 06/30/2020) Yield Duration Quality* Profile
Ultra Short Bond   0.39% 0.92 AA  Download
Chandler’s Ultra Short Bond Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BAML Blended 0-3 Year US Treasury Index.
Limited Maturity   0.32% 1.79 AA  Download
The Short Term Bond SMA strategy seeks to generate consistent total return by focusing on the preservation of capital and risk management. Benchmark is the Bloomberg Barclays 1-5 Year Gov’t/Credit AAA-A Index.
Short Term Bond SMA   0.48% 2.50 AA-  Download
The Short Term Bond SMA strategy seeks to generate consistent total return by focusing on the preservation of capital and risk management. Benchmark is the Bloomberg Barclays 1-5 Year Gov’t/Credit AAA-A Index.
All Corporate   0.80% 2.54 A-  Download
The All Corporate strategy invests in U.S. investment-grade corporate bonds rated “BBB” and above. The strategy is benchmarked to the ICE BAML 1-5 Year US Corporate Index.
0-6 Year Corporate Bond Ladder  0.93% 2.14 A-  Download
The 0-6 Year Corporate Bond Ladder will invest in corporate bonds with maturities between 0 and 6 years.
0-12 Year Corporate Bond Ladder  1.42% 4.54 A-  Download
The 0-12 Year Corporate Bond Ladder will invest in corporate bonds with maturities between 0 and 12 years.
Intermediate Bond SMA  0.73% 3.95 A+  Download
The Intermediate Bond SMA strategy seeks to generate consistent total return by focusing on the preservation of capital and risk management. Benchmark is the ICE BAML 1-10 Year Gov’t/Corporate Index.
Core Bond SMA  2.51% 5.40 AA-  Download
Chandler’s Core Bond SMA strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BAML US Corporate, Government and Mortgage Index.

*Composite quality based on S&P ratings.