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Separately Managed Accounts
Intermediate ESG Municipal
Strategy description
The portfolio focuses on total return and tax-exempt income while seeking to invest in municipal issuers that are leaders in environmental, social and governance (ESG) practices or that use proceeds aligned with positive social or environmental impact.
Asset class: ESG Municipal fixed income
For term definitions and index descriptions, please access the glossary in the footer.
At a glance
Benchmark | Bloomberg 3-15 Year Blend (2-17) Municipal Bond Index |
Number of positions | 8-15 |
Average duration target (years) | 4-7 |
Average maturity target (years) | 5-12 |
Average credit quality target | AA |