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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.

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

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

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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


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.

  • 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

Customization-iconAddress a variety of client needs with highly customizable solutions.