Investment and Portfolio Management

The Investment and Portfolio Management team at Income Research + Management is responsible for devising and executing investment strategies tailored to client needs, managing a wide range of fixed income portfolios including short duration cash, core, credit-only mandates, and long-term liabilities-driven investments (LDI). This team monitors portfolio performance and risk, ensures compliance with investment guidelines, and collaborates with operations and client services to meet the objectives of institutional and private clients.