APPROACH A PROCESS REFINED OVER TIME Since the firm’s inception in 1988, we have developed and refined our unique process—a blend of quantitative analysis and qualitative insights of the fixed income markets judiciously applied by a team of seasoned financial professionals. A DISCIPLINED PORTFOLIO MANAGEMENT APPROACH To consistently add value to client portfolios across all economic and market cycles, we adhere to a disciplined, well-defined process. Our proprietary Horizon Analysis Model is the quantitative foundation for Chandler’s portfolio construction process. The Model enables the portfolio management team to integrate its research into the portfolio management process in a quantitative, disciplined, and repeatable way. Inputs to the Model include: Current yields on Treasury, agency and corporate securities Specific client constraints, such as maturity restrictions and maximum sector exposure; and A thorough range of forecasted interest rate scenarios based upon a six-month horizon date. Through an iterative process, the Model generates what we believe is the “optimal portfolio structure” (duration, maturity distribution & sector allocation), which is the portfolio designed with the goal of achieving a return greater than the benchmark in each of the interest rate scenarios. Let Us Help You Reach Your Furthest Horizon Learn About Our Disciplined, Repeatable Approach to Investing GET THE INFOGRAPHIC OUR INVESTMENT PROCESS OUR PROPRIETARY QUANTITATIVE PROCESS SUGGESTS OPTIMAL PORTFOLIO STRUCTURES Proprietary quantitative Horizon Analysis Model suggests target duration, sector allocation and term structure The security selection process employs quantitative tools and rigorous qualitative analysis to determine relative value Want to Talk About Your Portfolio? Speak with an expert about what a partnership could look like. SCHEDULE A CONSULTATION CHANDLER ASSET MANAGEMENT NEW INSIGHTS 11/19- Weekly Economic Highlights Nov 19, 2021 This week’s economic data was mostly favorable....... read more November 2021 – Bond Market Review Nov 09, 2021 Real US gross domestic product (GDP) growth...... read more CONTACT US 800-317-4747 info@chandlerasset.com CAREERS HOLIDAY SCHEDULE CONTACT FORM Copyright 2021 - CHANDLER ASSET MANAGEMENT. All Rights Reserved Form CRS Adv Part 2a Code Of Ethics Privacy Policy Disclosures Personal Data Requests