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
Transparent, rules-based methodologies, so you’ll always understand the analysis behind the investments
Control
Portfolios you can tailor to meet just about any passive mandate, in a way that helps you scale your advisory practice
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 objectives
- Provide exposure to single or blended fixed income benchmark
- Incorporate customization features
- Maintain less than 0.25% tracking error while efficiently capturing market returns
- 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
Make it your own
We offer many customization options to help investors manage preferences in their fixed income portfolios.
- Maturity
- Quality
- Sector
- Industry
- Systematic tax management
- Transition analysis
- Tax-efficient cash withdrawals
- Client-directed gain/risk budgets
- Screens
- Fundamental research using Calvert ESG expertise
Address a variety of client needs with highly customizable solutions.
Expertise by the numbers
45
fixed income
investment professionals
100+
broker-dealer partners to provide
access to new issues and the secondary market
25
dedicated credit analysts
$50B+
in customized fixed income
portfolio AUM
as of 12/31/2020
30+ years
of tax-management experience
Latest insights and research
