Ricardo Porras

Analytic Investors employs a quantitative investment approach through which investment recommendations are model-driven. The firm seeks to meet their clients' objectives through rational, systematic identification of market opportunities, while minimizing the impact of human emotions that often dominate investment decision-making. Analytic Investors' quantitative methods bring together the best attributes of individual security selection and unbiased portfolio modeling, yielding a management style that is both disciplined and responsive. In providing investment management services, the firm manages client assets which include long-only and long-short mandates. Analytic Investors offers Low Volatility, Benchmark-Oriented, and Options Programs. Their Benchmark-Oriented strategies include: US Core Equity, US Core Equity Plus, Global Core Equity Plus, US SMID 130/30 Equity, US Value Equity, US Enhanced Equity, and Japan Equity. Their Low Volatility Programs include US Low Volatility Equity, US Small Cap Low Volatility Equity, US All Cap Low Volatility Equity, Global Low Volatility Equity, Global Small Cap Low Volatility Equity, Global All Cap Low Volatility Equity, ACWI Low Volatility Equity,, and Emerging Markets Low Volatility Equity. The firm's Absolute Return Programs include US Market Neutral, Japanese Equity Market Neutral, and Global Long/Short.

Macquarie Allegiance Capital offers institutional and managed account investors a variety of relative return fixed income-solutions across the duration and credit quality spectrum. These products include: Aggregate Duration AAA Only, Aggregate Duration Investment Grade, Intermediate Aggregate Duration AAA Only, Intermediate Aggregate Duration Investment Grade, Government Only, Intermediate Duration Government Only and Low Duration Government Only. The firm also offers institutional clients a variety of absolute return products. They employ multiple, risk-adjusted strategies that incorporate yield curve and duration positioning, sector allocation and security selection. Their relative return strategy is managed on a top-down, trend-following basis with a rigorous bottom-up approach to security selection. Macquarie Allegiance actively rotates among investment grade taxable fixed-income sectors to capture value in spread changes. They also actively manage maturity structures to capture shifts in the shape of the yield curve. The duration of client portfolios is constrained to a tight band around the duration of the relevant index.

Macquarie Allegiance Capital specializes in providing innovative ways to improve the risk/return profile of investors' portfolios. The firm offers a wide range of fixed-income investment solutions across the duration and credit spectrums, with many investment products capable of effectively diversifying equity market risk. They seek to add value through a disciplined top-down, trend-following sector allocation process that is combined with a bottom-up security selection approach. Macquarie Allegiance Capital offers a variety of global investment solutions across the full risk spectrum including AAA relative return fixed-income portfolios and absolute return funds. Macquarie Allegiance Capital offers institutional and managed account investors a range of relative return fixed-income solutions across the duration and credit quality spectrum. These strategies include: Aggregate Duration AAA Only, Intermediate Duration AAA Only, and Government Only. In addition, Macquarie Allegiance Capital offers institutional clients a variety of absolute return investment products. Macquarie Allegiance Capital employs a disciplined and rigorous processes, seeking to add value through the use of multiple, risk-adjusted strategies that incorporate yield curve and duration positioning, sector allocation and security selection. Their relative return capability is a core style approach managed on a top-down, trend-following basis with a rigorous bottom-up approach to security selection. The firm actively rotates among investment grade taxable fixed-income sectors to capture value in spread changes. They also actively manage maturity structures to capture shifts in the shape of the yield curve. Macquarie Allegiance Capital constrains the duration of clients' portfolios to a tight band around the duration of the relevant index. Macquarie Allegiance Capital seeks to enhance portfolio returns using a risk-controlled investment process that incorporates both quantitative and qualitative analysis. This process is driven by the firm's Investment Committee that meets at least weekly and includes their CIO, Sector Managers and Portfolio Managers from their Fixed-Income and Currency team. Portfolios are managed and driven by the Investment Committee. The Investment Committee begins with a top-down assessment of global and domestic economic and financial market conditions with input from each Division Director and Sector Manager. Sector Managers are responsible for implementing the Investment Committee's directives by using fundamental and technical indicators to structure client accounts in terms of sector, yield curve and duration. Sector Mangers are then responsible for bottom-up security selection. Their objective is to provide a well-diversified range of securities that reflect the top-down macro views of the Investment Committee and add value to the overall portfolio. This is Macquarie Allegiance Capital's approach in regard to their relative return capabilities; however, much of this process also applies to their absolute return capabilities where appropriate.

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