Direct indexing helps investors build customized laddered bond SMAs that can meet their unique needs from inception to maturity. See how it benefits one credit-minded investor looking for yield.
More to explore
by Lauren Kashmanian, Director, Portfolio Management and Responsible Investing
May 30, 2023
What role can the municipal bond market play in addressing climate change?
by Evan Rourke, Director, Portfolio Management
May 4, 2023
Read why following the Fed’s lead has historically delivered strong performance for fixed income investors.
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; John Hemingway, Associate Portfolio Manager
April 24, 2023
Laddered bond portfolios aim to make income more predictable. What’s happening when income and yield diverge? Get the answer.
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
March 20, 2023
How can investors lock in high rates with reduced risk?
by Lauren Kashmanian, Director, Portfolio Management and Responsible Investing
March 13, 2023
Increasing consumer demand and growing greenwashing concerns are pushing policymakers toward regulating ESG-labeled bonds differently.
by Lauren Kashmanian, Director, Portfolio Management and Responsible Investing
March 1, 2023
Explore how an ESG municipal bond strategy can have a strong social and financial payoff.
