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BondBloxx and IR+M launch US tax-aware bond ETF

BondBloxx, an exchange-traded fund issuer specializing in bond ETFs, has joined with fixed-income asset manager Income Research + Management to launch a new ETF designed to maximize after-tax income on a bond portfolio, the firms said on Thursday.

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Income Research + Management and BondBloxx Partner to Launch Tax-Aware ETF

New BondBloxx IR+M ETF designed for investors seeking income and tax-efficient bond strategies.

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Income Research + Management and BondBloxx Launch New Fixed Income ETF that Aims to Maximize After-Tax Income

Partnership between two leaders in fixed income investing brings IR+M’s institutional investment heritage and tax-aware strategy to the broader marketplace for the first time. Designed for investors seeking core bond exposures, TAXX aims to maximize after-tax income by optimizing across a wider opportunity set of short duration municipal and taxable bonds.

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Income Research + Management Hires Head of Wealth Management

Graham Hopper joins the Boston-based fixed income manager to support the firm’s enduring commitment to the private wealth channel.

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Income Research + Management Hires Chief Strategy Officer

Erinn King joins the Boston-based fixed income manager to drive the firm’s growth strategy and lead product development and marketing efforts.

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Income Research + Management Hires Senior Business Development Professional

John Trydahl joins the Boston-based fixed income manager to strengthen the firm’s business development efforts.

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Income Research + Management Adds Advisory Member to Board of Trustees

BOSTON, June 2, 2022 – Income Research + Management (“Income Research” or “IR+M”)

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Income Research + Management to Move Headquarters to Boston’s Sustainability-Focused Winthrop Center

The move reflects a shared vision between the firm and the city of Boston for a responsible, resourceful, and renewable future of work

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Income Research + Management to Celebrate 35th Anniversary

BOSTON, March 16, 2022 – Income Research + Management (IR+M), the U.S. fixed income manager with $92 billion in AUM

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Data provided as of January 2, 2024
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