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Intermediate Sustainable Tax-Efficient

  • Benchmark Bloomberg Managed Money Short/Intermediate

The Intermediate Sustainable Tax-Efficient Strategy is an investment grade, intermediate duration municipal bond portfolio that seeks to preserve capital and maximize 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 and maximize 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 2011

Strategy AUM: $3.9 Billion

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The information above is current as of 6/30/24.