Income Research + Management Appoints Head of ESG and Corporate Sustainability

Allison Walsh will enhance ESG integration across $83.6bn fixed income manager’s investing strategies
4 min read
Share this post

Allison Walsh will enhance ESG integration across $83.6bn fixed income manager’s investing strategies


BOSTON, SEPT. 16, 2020 — Income Research + Management (“Income Research” or “IR+M”) today announced the appointment of Allison Walsh as Head of ESG and Corporate Sustainability on September 1, 2020. A four-year veteran of the $83.6bn fixed income asset manager, in her new role Ms. Walsh collaborates with the investment research and portfolio teams to enhance integration of material Environmental, Social, and Governance (ESG) factors into the investment process.


“At IR+M, we believe that integrating ESG factors into our fundamental research process leads to a more complete understanding of a company’s material risks, which should ultimately result in superior risk-adjusted returns for our clients over the long-term,” said Bill O’Malley, Chief Executive Officer and Co-Chief Investment Officer. “Allison will play an important role in guiding our integration efforts, in addition to championing the development of new thematic and impact-oriented strategies.”


IR+M strives to deliver strong fixed income performance through transparent, highly selective, bottom-up investing. The firm believes that comprehensive credit evaluation extends beyond traditional financial analysis, and the consideration of ESG factors helps to identify favorable investment opportunities and mitigate downside risk. In 2013, IR+M became a signatory of the PRI.


IR+M’s investment team has developed a proprietary, sector-specific assessment of pertinent ESG issues. Credit and securitized analysts use their sector expertise, along with Sustainability Accounting Standards Board (SASB) guidance, to identify key themes and issues, focusing on materiality. The investment team is also focused on fostering an effective and ongoing dialogue with the management of issuers to encourage them to pursue sustainable practices.


The Head of ESG and Corporate Sustainability is a new role at IR+M. In addition to helping the investment team root existing strategies more deeply into ESG principles, Ms. Walsh unites with the product and client services teams to enhance strategy offerings and create custom solutions for clients.


Ms. Walsh also took on responsibility for IR+M’s cross-functional ESG and Sustainability Committees. Through this, she advances the firm’s internal environmental initiatives, community/societal strategies, and alignment with Task Force on Climate-related Financial Disclosures (TCFD) recommendations as part of these roles.


Allison Walsh, Head of ESG and Corporate Sustainability at IR+M concluded: “We are fully committed to understanding how ESG factors influence long-term sustainability and creditworthiness. Beyond the investment process, we are also committed to being good corporate stewards, partnering with our clients and giving back to our community.”


Ms. Walsh joined IR+M in 2016 as a Client Portfolio Manager. She served as the main point of contact for portfolio reviews and market updates for the institutional and private clients IR+M serves. Prior to joining IR+M, Ms. Walsh was the Director of Portfolio Management at Sun Life Financial, where she assisted in the management of fixed income portfolios to maximize risk-adjusted return and coordinated investment activities to achieve portfolio objectives. She has a B.A. in Political Science from College of the Holy Cross, an M.B.A. from Boston University and is a CFA charterholder and SASB FSA accredited.


Ms. Walsh reports to Brooke Anderson, Director of Investment Product Management.



About Income Research + Management


IR+M is a privately-owned, independent, fixed income investment management firm that serves institutional and private clients. The firm managed $83.6bn across cash management, insurance, liability driven investing, tax efficient investing and ESG and socially responsible investing strategies. IR+M’s investment philosophy and process are based on the belief that careful security selection and active risk management provide superior results over the long-term. By combining the capacity and technology of a larger firm with the culture and nimbleness of a boutique firm, IR+M strives to provide exceptional service for clients and a rewarding experience for employees. For more information, visit



Media Relations

Becky Nye

Director, Montieth & Company

Share this post

Related posts

View All
2 min read

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.

6 min read

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.

2 min read

IR+M New Strategy Launch: Short Diversified Income

Income Research + Management (“Income Research” or “the Firm”) today announced that it has introduced

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