Day 1

A member was evaluating whether to extend a portion of an external separately managed account (SMA) portfolio beyond a mostly short-dated posture. The team had identified a portion of cash that could potentially be treated as strategic, but wanted peer input on how far to extend, which asset classes should carry the duration, and how to reduce concerns around unrealized loss optics.

SMA Duration Extension & Unrealized Loss Optics

Stage 1

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Track 1

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SMA Duration Extension & Unrealized Loss Optics

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