Separate
Accounts



Separate Accounts

Separate accounts managed by Sit Investment Associates and its affiliates require a minimum account balance. Information regarding fees is included in Sit Investment Associates' form ADV Part 2.

Domestic Equity Strategies

  • Large Cap Growth
    • Common stocks of domestic growth companies with capitalizations of $5 billion or more at the time of purchase.
  • Mid Cap Growth
    • Common stocks of domestic growth companies with capitalizations of $2 billion to $15 billion at the time of purchase.
  • Small Cap Growth
    • Common stocks of domestic growth companies with capitalizations of $3 billion or less at the time of purchase.
  • Dividend Growth
    • Common stocks of dividend-paying companies that exhibit the potential for growth and growing dividend payments.
  • Small Cap Dividend Growth
    • Common stocks of dividend-paying companies with capitalizations of $3 billion or less at the time of purchase.
  • Concentrated Growth Equity
    • Investments are concentrated in a relatively small number of publicly traded securities.

International Equity Strategies

  • EAFE+ Growth
    • Common stocks of growth companies domiciled in countries included in the Morgan Stanley Capital International EAFE Index, and up to 20% of the portfolio's assets in companies and countries not included in the EAFE Index. The "+" in EAFE+ consists primarily of developing markets (such as Korea and Israel) and developed markets (such as Canada).
  • Pacific Basin Growth
    • Common stocks of growth companies domiciled in both the developed Pacific Basin markets (such as Japan), as well as the emerging growth markets in the Pacific Basin (such as Korea, Taiwan, and the greater China region).
  • Developing Markets Growth
    • Common stocks of companies domiciled or operating in a developing market (such as Hong Kong, Taiwan, Thailand, India, Greece, Argentina, Brazil, Mexico, Israel, and South Africa). Developing markets are those countries that:
      • have "emerging" stock markets as defined by the International Finance Corporation
      • have low- to middle-income economies, as defined by the World Bank, or
      • are listed in World Bank publications as "developing."
  • Global Dividend Growth
    • Common stocks of U.S. and foreign dividend-paying companies that exhibit the potential for growth and growing dividend payments.
  • Concentrated Global Dividend Growth
    • Invested in a relatively small number of common stocks of U.S. and foreign dividend-paying companies that exhibit the potential for growth and growing dividend payments.

Taxable Bond Strategies

  • Taxable Return Plus Composite
    • Closed-end bond funds with a duration range of 3 to 6 years.
  • Taxable Total Return
    • Investment-grade taxable bonds with a duration range of 3 to 6 years.
  • Taxable Intermediate Duration (Gov't/Corp)
    • U.S. Government securities and investment-grade taxable bonds with a duration range of 2 to 5 years.
  • Taxable Intermediate Duration (Gov't)
    • U.S. Government securities with a duration range of 2 to 5 years.
  • Taxable Short Duration
    • Investment-grade taxable bonds with a duration range of 1 to 3 years.

Municipal Bond Strategies

  • Municipal Return Plus
    • Closed-end municipal bond funds.
  • Municipal Total Return
    • Investment-grade municipal bonds with a duration range of 5 to 10 years.
  • Municipal 7 Year Duration
    • Investment-grade municipal bonds with a duration of approximately 7 years.
  • Municipal Intermediate Return
    • Investment-grade municipal bonds with a duration range of 3 to 7 years.
  • Municipal Short Duration
    • Investment-grade municipal bonds with a duration range of 1 to 4 years.

Blended Strategies

  • Balanced
    • Diversifed portfolio of stocks and bonds.
  • Targeted Opportunity
    • Fixed income and equity closed-end funds.
612-332-3223 | e-mail: siainfo@sitinvest.com | Copyright 2007-2016 Sit Investment Associates, Inc.
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