The tax-exempt municipals impact strategy is an investment-grade, intermediate bond portfolio that seeks to preserve capital by investing in a portfolio of tax-exempt municipals that have direct and measurable positive societal impacts.
Each of the bonds selected for the portfolio must meet financial and impact criteria. The strategy’s impact criteria focus on the use of each bond’s proceeds and their expected positive environmental and social outcomes as well as documentation of those outcomes. Clients in the strategy meeting minimum requirements can customize their investment dollars and receive impact reporting on the positive outcomes of their investments.
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