Custom Core Fixed Income banner

Custom Core® Fixed Income

A Custom Core® Fixed Income SMA allows investors to track market exposure, manage credit risk, and apply active tax management while delivering the consistent performance and diversification of index-based vehicles.

Clarity icon

Clarity

Transparent, rules-based methodologies, so you’ll always understand the analysis behind the investments

Control icon

Control

Portfolios you can tailor to meet just about any passive mandate, in a way that helps you scale your advisory practice

Confidence icon

Confidence

Robust technology,
in-depth reporting, and human expertise, with open access to our senior investment strategists

Our approach

We combine two key elements to manage systematic risk and deliver cost-effective fixed income solutions for every investor’s unique needs.

Our approach

Circles

Our objectives


Client exposure
  • Provide exposure to single or blended fixed income benchmark
  • Incorporate customization features
Tracking error
  • Maintain less than 0.25% tracking error while efficiently capturing market returns
Active tax management
  • Harvest losses throughout the year
  • Defer the realization of capital gains
  • Seek to enhance after-tax excess returns by 0.2% to 0.3% on average

How it works

How it works

How it works

Make it your own


We offer many customization options to help investors manage preferences in their fixed income portfolios.


Characteristics
  • Maturity
  • Quality
  • Sector
  • Industry
Tax management
  • Systematic tax management
  • Transition analysis
  • Tax-efficient cash withdrawals
  • Client-directed gain/risk budgets
Responsible investing
  • Screens
  • Fundamental research using Calvert ESG expertise

Expertise by the numbers

Professionals

45

fixed income
investment professionals

Partners

100+

broker-dealer partners to provide
access to new issues and the secondary market


Experts

25

dedicated credit analysts

AUM Icon

$45B+

in customized fixed income
portfolio AUM


as of 3/31/2020

Experience

30+ years

of tax-management experience

Discover calculation tools to explore your performance in changing investment environments.


 
{F33BD959-1499-4857-91FB-3B0EF4ADCB43}

Loading...