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.
Meet the Team
Strategies
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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.
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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.
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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.
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Provides a portfolio of investment grade corporate floating rate notes with the goal of providing income while seeking to minimize interest rate duration risk.
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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.
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Invests in developed market preferred securities and corporate subordinated debt, while looking to avoid securities subject to withholding tax for Non-Resident Clients.
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Aims to provide income and capital preservation by investing in $1,000 par “fixed-to-float” preferred securities that provide qualified dividend income (QDI).
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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.
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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.
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Insights