Ce Investment Management, LLC

CE Investment Management, LLC (CEIM) was founded in 2018 as part of the Cameron Enterprises group, focusing on fixed income and commercial mortgage loan investments. The firm provides customized investment advice to affiliated companies within the group and may expand to outside clients in the future. CEIM's investment strategy includes fixed income assets, liability matched investing, commercial mortgage loans, and oversight of external managers for private placements and collateralized loan obligations. As of December 31, 2024, CEIM had approximately $5.68 billion in regulatory assets under management on a discretionary basis. The firm charges asset-based fees negotiated with each client and may recommend investments with outside third-party managers without additional fees. CEIM does not charge performance-based fees and does not have conflicts related to side-by-side management. The firm may provide investment advisory services to non-affiliates in the future. CEIM's investment process integrates credit and structured products research, quantitative research, and risk management, focusing on various asset types. The firm's risk management includes considerations for market risks, interest rate risk, credit risk, liquidity risk, and other factors. CEIM has policies in place to address conflicts of interest, cybersecurity risks, and catastrophic events. The firm does not engage in soft dollar arrangements and generally does not participate in proxy voting or class actions on behalf of clients. CEIM typically has discretionary authority over client accounts and participates in corporate actions on behalf of clients unless instructed otherwise.