Dwight's stable value portfolios are structured with the objective to deliver consistent and competitive returns commensurate with each client’s unique liability profile while meeting the high quality and conservative objectives required by our clients. The stable value client portfolio managers work with each client to complete a comprehensive risk assessment of the plan to develop an overall portfolio duration target and a customized asset allocation strategy. On the portfolio level, the primary sources of value added are sector rotation, security selection, and yield curve and duration management.
To learn more about Dwight’s stable value services, please contact us.
Lisa Trubiano, CFA
Head of Consultant Relations
Lisa leads Dwight’s Consultant Relations Team and is responsible for marketing the firm’s investment capabilities to institutional investment consulting firms. Prior to joining Dwight in 2006, she was a new business development and client service officer for The Boston Company. Previously, she served as Consultant Relations Manager for Putnam Investments and Senior Marketing Consultant for John Hancock Financial Services. Lisa is a member of the Boston Security Analysts Society and the Vermont CFA Society. She earned her MBA from Babson College, M.Ed. from Boston University, and BS from Ithaca College. Lisa has 24 years of industry experience.
Anicia Mendez
Consultant Relations
Anicia is responsible for marketing Dwight’s investment capabilities to institutional investment consulting firms. Prior to joining Dwight in 2005, she was Director of Fixed Income Marketing for Roxbury Capital Management. Previously, she directed Western Region institutional marketing and consulting relations efforts for Metropolitan West Asset Management. She earned her MBA and BA from the University of California, Los Angeles. Anicia has 11 years of industry experience.
