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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.
Preserve capital and maximize after-tax income while emphasizing ESG performance
Tax-Exempt Municipal Bonds
Treasury Bonds
Government-Related Bonds
Corporate Bonds
Inception Date: April 2011
Strategy AUM: $3.9 Billion
For more information on performance, customization and other characteristics please submit this form and a member of our Consultant Relations team will be in touch.
Please fill out the form below.
The information above is current as of 6/30/24.