Income Research
Isha Chanana, CFA, is an accomplished financial professional with extensive experience in portfolio management and research analysis. Currently serving as Portfolio Manager and Senior Vice President, Senior Research Analyst at Income Research + Management since August 2014, Isha has honed expertise in investment strategies and market analysis. Prior roles include Senior Research Analyst and Assistant Vice President, Private Company Valuation Analyst at Wellington Management Company, where Isha contributed significantly from October 2007 to August 2014. Isha's career began with positions at Wellington Management, TicketBean Inc., and Morgan Stanley, showcasing a robust foundation in corporate finance and valuation. Academic credentials include an MBA in Investments from D'Amore-McKim School of Business at Northeastern University, a Post Graduate Diploma in Foreign Trade from Annamalai University, and a BBA in Finance from Delhi University.
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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.