The mortgage-backed securities (MBS) impact strategy is an investment-grade, intermediate-duration strategy that primarily invests in custom-created pools of single-family mortgages for low- to moderate-income (LMI) borrowers where principal is guaranteed by the U.S. Government or one of its agencies. The strategy seeks to preserve capital and deliver a total return that primarily driven by income.
Each of the bonds selected for the portfolio must meet financial and impact criteria designed to work together to facilitate responsible mortgage underwriting which provides LMI borrowers the opportunity to build wealth through homeownership. Clients in the strategy meeting minimum requirements can customize their investment dollars to specific geographies or types of borrowers and receive impact reporting.
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