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Intermediate Sustainable Tax-Efficient
The Intermediate Sustainable Tax-Efficient Strategy is an investment grade, intermediate duration municipal bond portfolio that seeks to preserve capital and maximize after-tax income while emphasizing environmental, social and governance (ESG) performance.
The strategy employs active management, bottom-up research and proactive portfolio positioning. Guided by proprietary ESG research, the strategy selectively invests in municipal issuers with above average and/or improving ESG profiles. This strategy allows clients to bias towards over 30 states for investors with state-tax liabilities.
Investment Objective
Preserve capital and maximize after-tax income while emphasizing ESG performance
Eligible Investments
Tax-Exempt Municipal Bonds
Treasury Bonds
Government-Related Bonds
Corporate Bonds
Strategy Information
Inception Date: April 2011
Strategy AUM: $2.8 Billion
