Tax-Exempt Municipals

The Tax-Exempt Municipals Strategy is an investment grade, intermediate bond portfolio that seeks to preserve capital and maximize after-tax returns, all while investing in fossil fuel free bonds that have direct and measurable positive societal impacts. Each of the bonds selected for the portfolio must meet stringent financial and impact criteria. The strategy’s impact criteria focuses on the use of each bond’s proceeds and their expected positive environmental and social outcomes as well as documentation of those outcomes. An additional offering of the strategy is that clients can tailor their invested capital to support specific geographic regions or impact themes, a benefit accompanied by customized impact reporting.

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