English to German Bus/Financial Investment / Securities sovereign debt and FX

Folgender Text über einen neuen Fonds, der in Staatsanleihen und Devisen investiert:
The fund seeks to achieve positive absolute returns of approximately Libor +10% pa, regardless of market conditions. The fund managers use a top-down, thematic, approach to invest in emerging market sovereign debt, currencies and related instruments. Returns are generated through the active selection of country, currency, credit quality, interest rate and ***duration positioning***. The fund is a daily dealing UCITS III version of the team’s successful offshore emerging market interest rate and currency strategy, which has achieved positive returns every calendar year since its inception.

The managers believe that a comprehensive, top-down, macroeconomic approach is required to understand what drives emerging markets, and that certain common indicators exist that can systematically identify crisis cycles. Ultimately, emerging markets are set for structural, long-term growth. While short opportunities do fall out of the fairly regular cycle of economic crisis, violent currency devaluation and subsequent recoveries, significant investment gains are available to investors who are willing to take a directional stance in ‘recovery stories’.

To successfully harness these, the most effective approach is top-down, fundamental and value-based as it provides maximum flexibility to capture the many factors that drive bond and currency prices. Discipline, consistency and active risk management are key factors for creating portfolios that have positive return-to-risk ratios, enabling them to protect the downside, capture the upside and add diversification to an investor’s wider portfolio.

Mir ist erstens nicht klar ob hier gemeint ist "... the positioning of countries, currency, credit quality, interest rate and duration" oder ob "duration positioning" ein zusammenhängender Begriff ist.

Geht es wohl bei duration in diesem Fall um:
http://www.investopedia.com/terms/d/duration.asp

Und könnte man es einfach als Duration übersetzen, so wie hier:
http://www.proz.com/kudoz/english_to_german/investment_secur...

Mein Vorschlag wäre daher:
die Renditen werden durch eine aktive Auswahl der Positionierung von Ländern, Währungen, Kreditqualität, Zinsensätzen und Duration erwirtschaftet.

Ergibt das einen Sinn oder ist das ganz falsch?