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Broad Maturity Sustainable Tax-Efficient

  • Benchmark Bloomberg Managed Money

The Broad Maturity Sustainable Tax-Efficient Strategy is an investment grade municipal bond portfolio that seeks to preserve capital and maximize after-tax income while emphasizing environmental, social and governance (ESG) performance.

This strategy employs active management, bottom-up research and proactive portfolio positioning to offer broad exposure across the municipal yield curve. Investors in this strategy will have a higher tolerance for price volatility relative to shorter duration strategies. Guided by proprietary ESG research, the strategy selectively invests in municipal issuers with above average and/or improving ESG profiles. This strategy allows clients to bias towards over 30 states for investors with state-tax liabilities.

Investment Objective

Preserve capital and maximize after-tax income while emphasizing ESG performance

Eligible Investments

Tax-Exempt Municipal Bonds

Treasury Bonds

Government-Related Bonds

Corporate Bonds

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