Income Research
Allison Walsh, CFA, is an experienced finance professional currently serving as Head of ESG & Corporate Sustainability and Senior Vice President, Product Specialist at Income Research + Management since January 2016. Previously, Walsh held various roles at Sun Life Financial from May 2008 to December 2015, including Director of Portfolio Management, where responsibilities involved managing over US$30 billion in fixed income portfolios and leading cross-functional projects. Earlier experience includes positions as Investment Analyst at Mercer Investment Consulting and multiple roles at Sun Life Financial Distributors. Walsh holds an MBA in Finance from the Questrom School of Business at Boston University and a Bachelor of Arts in Political Science from the College of the Holy Cross.
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Income Research
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Income Research + Management is a privately owned U.S. fixed income firm with approximately $75 billion in assets under management. The Firm manages a broad range of fixed income strategies across the maturity spectrum for institutional investors and private clients. Its investment solutions include short duration cash, core, and credit-only mandates for yield-seeking investors, long-term LDI custom portfolios for DB pension plans looking to de-risk, as well as tax-efficient municipal bond and crossover strategies for taxable or private clients. Income Research + Management was founded in 1987 by John and Jack Sommers, and today is predominantly employee-owned. It is headquartered in Boston, MA.