Income Research + Management

For many tax-sensitive investors, municipal bonds are the main investment approach to minimizing taxes. However, sometimes paying rather than avoiding taxes may lead to more advantageous outcomes. Join this session to help enhance your strategy and elevate your conversations with clients about building tax-optimized portfolios. Wesly Pate of Income Research + Management and Benjamin Morris of BondBloxx will discuss how to construct portfolios for high tax-bracket investors across a wider opportunity set. Topics covered will include: *Current dynamics in the municipal and taxable bond markets *The case for a holistic approach to tax-aware investing *How to select and implement tax-aware ETFs Register here: https://lnkd.in/g6R4hdCz

To jump start our Juneteenth celebration, we welcomed John Matthew Borders IV, Boston’s Director of Tourism, Sports, and Entertainment, to our firm’s morning huddle. John captivated us with his charisma and storytelling, and encouraged us to speak up and take action. Thank you, John, for sharing your powerful words with us!

Are there hidden portfolio construction risks lurking in your Core Plus allocation? In this infographic, we highlight why the sectors and tools some managers rely on could have broader consequences. https://lnkd.in/e_m9Ctp7

What are insurance companies’ 2023 filings telling us about their key investment portfolio trends? As it turns out – a lot. 

Learn more about the role that fixed income plays in your portfolio! Listen here: https://lnkd.in/eDnYp4Ft. Thank you, Bob DiMeo & Devon Francis, CIMA®, CSRIC® for the opportunity!

IR+M is thrilled to celebrate Asian American and Pacific Islander Heritage Month! Our Leadership and Excellence for Asian Professionals affinity group has created an exciting slate of events for the month, from a weekly book club to an Asian-inspired social gathering. We can’t wait!

Is now the time to extend your duration? With elevated yields and a potential rate cut on the horizon, money market funds may not be the answer. To find out more, please click https://lnkd.in/ee6sRSzc for our latest infographic and https://lnkd.in/efR2uhmE for our recent thought piece.

Do you know who isn’t the most popular person at a summer barbecue? That would be one of our Senior Portfolio Managers, who loves to wax poetic about the US Tax Code.

The IR+M team was in attendance at the Boston Economic Club, which hosted Spencer Glendon and his insightful discussion on “Location, Duration, and Delusion: How and why economic models of climate change fail, and what to do about it.”