Tax Efficient Inflation Protection

Investment Approach

The Tax Efficient Inflation Protection Strategy is an actively managed tax efficient bond strategy with inflation protection overlay. The objective is to provide investors with a tax efficient alternative to Treasury Inflation-Protected Securities that is liquid, high quality, and designed to protect taxable investors’ purchasing power from inflation. This strategy generates higher tax efficient real income and we believe can help investors achieve their real return objectives.

 

Core Principles

  • Tax Efficient Real Return Objectives
  • Amplified Inflation Protection
  • Tax Free Income
  • High Quality
  • Liquidity

 


This strategy requires the establishment of International Swap Dealers Association (ISDA®) agreements with counterparties, which generally requires a higher minimum investment compared to separately managed accounts for our other strategies.