The content on this website is intended for investment professionals and institutional asset owners. Individual retail investors should consult with their financial advisers before using any of the content contained on this website. Breckinridge uses cookies to improve user experience. By using our website, you consent to our cookies in accordance with our cookie policy. By clicking “I Agree” and accessing this website, you represent and warrant that you are agreeing to the above statements. In addition, you have read, understood and agree to the terms and conditions of this website.

Short Sustainable Tax-Efficient

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

The strategy employs active management, bottom-up research and proactive portfolio positioning. 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, maximize liquidity, provide after-tax income while emphasizing ESG performance

Eligible Investments

Tax-Exempt Municipal Bonds

Treasury Bonds

Government-Related Bonds

Corporate Bonds

Strategy Information

Inception Date: April 2017

Get more information on this product

Please fill out the form below.