Investment Process
Fixed Income Investment Process
3 Step Process
1
Maturity Assessment
Determines why we should be increasing or decreasing our average duration
2
Credit Risk Assessment
Helps us determine credit quality of the portfolio
3
Security Selection
This determines what specific securities we should own
1
Maturity Assessment
Duration
The first model forecasts the trend of intermediate-term interest rates. If the model indicates that interest rates will be increasing, we will reduce the average maturity of the treasury allocation of the portfolio. Conversely, if the model forecasts that interest rates will be declining, we will lengthen the average maturity of the treasury allocation of the portfolio.
Credit Risk Duration
2
Credit Risk Assessment
Credit Quality
Once we reach a decision on the average maturity, the second model determines the credit quality of the portfolio. This model guides us in determining our exposure to treasury, high-grade corporate, high-yield and emerging market fixed income securities.
Maturity Assessment
3
Security Selection
Meeder Security Selection Process

Our fixed income security selection process utilizes a multi-factor quantitative model with a qualitative overlay to find securities that have outperformed their respective peers over various market cycles. This process is designed to select securities that complement one another and assist the portfolio in achieving its duration, quality, and sector allocation goals. 

Security Selection
TAKE THE NEXT STEP
with Meeder Investment Management
(866) 633-3371
contact@meederinvestment.com
(866) 633-3371
contact@meederinvestment.com