Custom Core Fixed Income Solutions 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.
diamond icon

Clarity

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

engine icon

Control

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

shield 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 image Our approach image

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 workd Icon

Make it your own

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



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
customize icon

Address a variety of client needs with highly customizable solutions.

Expertise by the numbers

hands coin icon

45
fixed income
investment professionals

hand icon

100+
broker-dealer partners to provide
access to new issues and the secondary market


group icon

25
dedicated credit analysts

AUM icon

$50B+
in customized fixed income
portfolio AUM

experience icon

30+ years
of tax-management experience

As of 12/31/2020

Discover calculation tools to explore your performance in changing investment environments

Latest insights and research