The Fixed Income Managed Solutions Team is dedicated to delivering customized tax-exempt and taxable fixed income solutions to help meet the goals and income needs of individual investors.

Our approach combines a top-down macro view with bottom-up analysis to select investments across our municipal, corporate bond and preferred securities portfolios.

 
 
 
Strategies
The strategy seeks to provide income by investing in contingent convertible securities, subordinated and senior debt, with securities selected based on credit fundamentals, liquidity and call features.  
With a bottom-up process focusing on security selection, the team considers credit quality, state of issuance, coupon structure, source of revenue, issuer concentration, and call protection to seek a predictable source of federally tax-exempt income.  
Provides a portfolio of investment grade corporate floating rate notes with the goal of providing income while seeking to minimize interest rate duration risk.  
This laddered strategy allocates capital in similar weights across maturities in the front half of the yield curve in an effort to meets its goal of delivering a predictable source of federally tax-exempt income.  
Invests in high-quality, investment grade, tax-exempt bonds, using a top-down process that aims to deliver federally tax-exempt income by primarily targeting the back half of the municipal bond yield curve.  
Invests in developed market preferred securities and corporate subordinated debt, while looking to avoid securities subject to withholding tax for Non-Resident Clients.  
Provides a portfolio of $25 par fixed rate and “fixed-to-float” preferred securities that provide qualified dividend income (QDI), selecting securities based on criteria including credit fundamentals, liquidity and call features.  
Aims to provide income and capital preservation by investing in $1,000 par “fixed-to-float” preferred securities that provide qualified dividend income (QDI).  
Employs a top-down process that aims to deliver a predictable source of federally tax-exempt income by targeting the front half of the municipal bond yield curve.  
Invests in a portfolio of shorter-term corporate bonds with maturities of 1 to 3 years in an effort to meet its goals of providing income and capital preservation.  
 
 

As of 12/1/2020. Team information may change from time to time.

All investing involves risks, including a loss of principal. 

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.

 

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