Fixed-Income Portfolio Management

 

Fixed-Income Portfolio Management, Taxable and Tax-Advantaged

Integrous custom designs fixed-income portfolios to meet a variety of client needs, whether taxable or tax-free. We consider all aspects of risk expressed in investing in Fixed-Income, including default rates, coupon, yield-curve configuration, duration, and relative spread among products, and seek to populate our clients’ portfolios with vehicles that best deliver the most prudent and well-thought combinations of all of these variables.

Products and Vehicles

 

Products

  • Investment Grade Corporate Bonds
  • High Yield Corporate Bonds
  • International Bonds (Developed and Emerging Market)
  • Asset-backed Bonds
  • Municipal Bonds
  • Government and Sovereign Debt

Vehicles

  • Individual Bonds
  • ETFs
  • Funds

 

Strategies

Customized taxable or tax-free portfolio construction:

  • Duration management
  • Credit management
  • Cash flow management
  • Domestic/International
  • Dollar/Non-dollar/EMG

Report Types

  • Fixed Income Overview: Provides summarized views of fixed income holdings in the portfolio
  • Comprehensive: Provides extensive breakdown of fixed income holdings in the portfolio
  • Material Events: Provides an overview and material events for the municipal holdings in the portfolio
  • Shock Analysis: Provides a “what if” scenario for a specific time horizon, given a certain percentage change across the yield curve (ex: 12-month, 1 percent shift up)
 

*Since no one manager/investment program is suitable for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable managers/investment programs to you.

Investments in fixed-income securities are subject to market, interest rate, credit and other risks. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can result in the decline in the bond’s price. Credit risk is the risk that an issuer will default on payments of interest and/or principal. This risk is heightened in lower rated bonds. If sold prior to maturity, fixed income securities are subject to market risk. All fixed income investments may be worth less than their original cost upon redemption or maturity.

Exchange Traded Funds are subject to risks similar to those of stocks. Investment returns may fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost.

 

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