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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Roll with the Punches of Rising Interest Rates
by Thomas Luster, Managing Director, Taxable SMA Strategies; Jim Evans, Chief Investment Officer, Fixed Income ; +1
June 11, 2021
Rising interest rates can cause performance drag. Adopting an equally weighted laddered bond portfolio structure may help investors roll with the punches without feeling the lasting effects.