Fixed Income.
Active.
Specialists.

We offer an extensive array of broad, focused, and customized US fixed-income investment solutions across the quality, duration, and yield spectrum.
Key Differentiatiors
Our Strategies
Custom Capabilities

BY THE NUMBERS

63
Investment Professionals
21
Years average Portfolio Manager Industry Experience
100%
Bonds

What Makes Us IR+M.

We know our clients and our clients know us. Together, we work to understand our clients’ investment needs and offer effective solutions to address them.
Exclusively US dollar-denominated fixed income
Active management
Customized investment solutions
Robust, bottom-up security selection
Duration neutral to the index
Direct access to investment and client teams

Our Strategies.

Intermediate

$29.0 bn

Core

$31.7 bn

Long

$19.5 bn
“For over 35 years, we have maintained a singular focus - managing fixed income portfolios to help our clients meet their unique goals and objectives. By employing a disciplined yet opportunistic approach, we have been able to provide consistent long-term investment results.”
Jim Gubitosi, CFA, Co-Chief Investment Officer

Our Custom Capabilities.

No two investors are the same, and neither are our investment solutions. We work with our clients to uncover what matters to them most, and then create portfolios that meet their dynamic needs.
Cash Management.
Balancing investors’ needs for access to liquidity with their needs for high-quality, well-diversified solutions.
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Insurance Solutions.
Incorporating insurers’ gain/loss, quality, benchmark, regulatory, and reporting requirements into bespoke offerings.
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Liability-Driven Investing.
Devising strategic, agile, comprehensive, and cost-effective portfolios for defined benefit plan sponsors.
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Stable Value.
Constructing high-quality portfolios focused on principal preservation.
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Sustainable Investing.
Integrating material ESG factors and traditional credit metrics into the investment decision- making process.
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Tax-Aware Investing.
Creating portfolios that address clients’ individual tax and liquidity needs and improve after-tax total return.
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We are committed to accessibility and understanding. It’s about the ongoing dialogue and learning where our clients, consultants, and family offices want to go – and then helping them get there.

Data provided as of January 2, 2024
@ 2024 Income Research + Management. All Rights Reserved.
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