Sentences with phrase «municipal bond management»

Not exact matches

Like Fidelity's other municipal bond funds, DMFs offer professional management, diversification, and seek to provide federally tax - exempt income.

Like Fidelity's other municipal bond funds, DMFs offer professional management, diversification, and seek to provide federally tax - exempt monthly income.

He also works as a Fixed - Income Portfolio Manager on the Financial Reserves Management Team, focusing on maximizing relative - value opportunities in the municipal bond portion of these portfolios.

Prior to joining Wellington Management in 2010, Brad spent 12 years at Putnam Investments, most recently as a portfolio manager in their Municipal Bond Department where he helped manage 11 open - end mutual funds and two closed - end funds (2006 — 2009).

Over time, MFS has been a leading innovator in the asset management industry, including creating one of the first in - house research departments in the mutual fund industry in 1932, launching the first high - yield municipal bond fund and the first global balanced fund, and more recently creating «outcome - oriented» products, such as its line of target - risk, target - date, and other asset allocation strategies.

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Although the deal was priced off the municipal bond desk in the Public Finance division, sales teams in corporate investment grade, wealth management capital markets and the firm's Investing with Impact Financial Advisor group were all used to build the order book.

Hartford Funds currently plans to introduce two more actively managed ETFs in Q4 2017: Hartford Schroders Tax - Aware Bond ETF (HTAB), to be sub-advised by Schroder Investment Management North America Inc., and Hartford Municipal Opportunities ETF (HMOP), to be sub-advised by Wellington1.

Howard Cure, the director of municipal research for Evercore Wealth Management, which holds both Thruway and Bridge Authority bonds, said he believed a merger was possible, and would be easiest if the Thruway simply bought out its smaller, better - rated, partner.

Value assessment The strategy's defining characteristic is crossover management, or the ability to allocate between taxable and tax - exempt municipal bonds.

Although the advisor intends to invest at least 65 % of the fund's net assets in municipal bonds rated investment grade or in unrated municipal bonds that fund management believes are of comparable quality, it is possible that in the future the fund could invest up to 100 % of its assets in «junk bonds.»

Maintenance call Maloney Act of 1938 Management fee Manipulation Margin Margin account Margin Agreement Margin call Markdown Market maker Market order Market price Marking to market Markup Matching orders Maturity class of option Maturity date MBIA Member order Merger MIG ratings Mil Minimum maintenance Minimum - maximum underwriting Minor Minor Rule Violation Plan Letter Money market account Money market fund Money purchase plan Money spread Money purchase plans Moral obligation bond Moral suasion Mortality risk Mortgage - backed security Mortgage bond MSRB Municipal Underwriting Munifacts Mutual fund

The best tax - free municipal bond funds should offer reasonable management fees and expenses that are comparable to similar products.

Municipal bond assets under management figure includes U.S. retail municipal bond fund assets and separately managed Municipal bond assets under management figure includes U.S. retail municipal bond fund assets and separately managed municipal bond fund assets and separately managed accounts.

Today, we're one of the largest municipal bond fund managers in the nation1, and have more than $ 71 billion in municipal bond assets under management.2

Prior to joining Wellington Management in 2010, Brad spent 12 years at Putnam Investments, most recently as a portfolio manager in their Municipal Bond Department where he helped manage 11 open - end mutual funds and two closed - end funds (2006 — 2009).

He also works as a Fixed - Income Portfolio Manager on the Financial Reserves Management Team, focusing on maximizing relative - value opportunities in the municipal bond portion of these portfolios.

Under J.R.'s management, S&P Dow Jones Indices has launched a global suite of fixed income indices, which includes a focus on transparency for municipal, corporate, and high - yield bonds, senior loans, and sovereign debt.

Joseph F. Marvan, CFA, Senior Managing Director and Fixed - Income Portfolio Manager, is the portfolio manager for the Hartford Total Return Bond Fund and the Hartford Inflation Plus Fund and is involved in portfolio management and securities analysis for the Hartford Strategic Income Fund, the Hartford Municipal Real Return Fund and The Hartford Total Return Bond ETF.

Keynote speaker, Jim Lebenthal, co-founder of Lebenthal Asset Management, will examine the overall health of the market and explore current opportunities in U.S. infrastructure and municipal bonds.

Christopher Harshman is a vice president of Eaton Vance Management and municipal portfolio manager on Eaton Vance's tax - advantaged bond strategies team.

Prior to Schroders, Susan was a Vice President and Portfolio Manager of U.S. Fixed Income at Deutsche Asset Management, formerly Morgan Grenfell & Co, specializing in Municipal bonds.

The Fund's active management draws upon the expertise of Eaton Vance's municipal bond team, among America's largest and most experienced municipal bond managers.

Brian Barney is a vice president of Eaton Vance Management, director of institutional portfolio strategies and municipal portfolio manager on Eaton Vance's tax - advantaged bond strategies team.

Craig Brandon is a vice president of Eaton Vance Management, co-director of municipal investments and portfolio manager on Eaton Vance's municipal bond team.

He leads the firm's Municipal Bond Operating Committee, which oversees municipal bond portfolio management, research and trading acMunicipal Bond Operating Committee, which oversees municipal bond portfolio management, research and trading activitBond Operating Committee, which oversees municipal bond portfolio management, research and trading acmunicipal bond portfolio management, research and trading activitbond portfolio management, research and trading activities.

Devin Cooch is a vice president of Eaton Vance Management and municipal portfolio manager and trader on Eaton Vance's tax - advantaged bond strategies team.

MBIA Capital Management Corp., an indirect wholly - owned subsidiary of MBIA Inc., is responsible for providing investment advisory services to the MBIA Municipal Bond Inflation Protection Fund («MIPS Fund») of FundVantage Trust, an SEC - registered open - end, management investment company launched in NoveManagement Corp., an indirect wholly - owned subsidiary of MBIA Inc., is responsible for providing investment advisory services to the MBIA Municipal Bond Inflation Protection Fund («MIPS Fund») of FundVantage Trust, an SEC - registered open - end, management investment company launched in Novemanagement investment company launched in November 2007.

Filed Under: Investing, Personal Finance Tagged With: asset management, finance, Municipal Bonds, Personal Finance, personal finances, portfolio management, taxation in the united states, Wealth management, finance, Municipal Bonds, Personal Finance, personal finances, portfolio management, taxation in the united states, Wealth management, taxation in the united states, Wealth ManagementManagement

With the ability to draw on the bond, equity, and macroeconomic experts at Wellington Management, the portfolio managers seek to exploit inefficiencies across more than a million bonds in the municipal bond markets and build a portfolio that is diversified by geography, sector, and credit quality.

Like Fidelity's other municipal bond funds, DMFs offer professional management, diversification, and seek to provide federally tax - exempt income.

Western Asset Management's top municipal bond investor, Robert Amodeo and Morningstar's personal finance guru Christine Benz, have some answers.

Streamline transaction process management associated with the underwriting of municipal bond issues by creating forms, procedures and spreadsheet systems

Provide extensive research on quality of municipal / corporate bond issues and frequently speak with money management firms to acquire views on market events and forecasts.

• Robert R. Meredith & Co — 1998 — 1999 • Municipal Bond Trader • UBS, Financial Services — 1999 — 2009 • Financial Advisor, First Vice President and Senior Portfolio Manager • Bernard Caroli Wealth Management — 2009 — Present • Managing Partner

Municipal Mortgage & Equity (MuniMae) will use DealCentral Lender, an end - to - end loan management system that automates the loan lifecycle from origination through closing, to support its many loan and equity programs, including DUS, HUD, mezzanine, tax - exempt bond, tax credit equity and construction lending.

«All of a sudden you don't have a long bond in your portfolio, you have a 10 - year security,» said Robert Amodeo, head of municipals in New York for Western Asset Management Co., which holds $ 25 billion of the securities.