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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BOSTON, March 16, 2022 – Income Research + Management (IR+M), the U.S. fixed income manager with $92 billion in AUM, today announced that March 2022 marks its 35th anniversary as a firm and partner to institutional and private clients.


“We’re incredibly thankful to all who have been a part of IR+M’s evolution over the last 35 years,” said Bill O’Malley, CEO and Co-CIO.  “We’ve all experienced profound change during that time – especially in the last two years.  What has not changed is our commitment to providing strong fixed income results, best-in-class client service, growth opportunities for our talented colleagues, and support for our community.  Our team’s dedication to these pursuits has been resolute.”


Today, IR+M is comprised of 200+ collaborative, diverse, and accomplished colleagues, as well as a unique and vibrant culture.


IR+M continues to espouse the belief that prudent, bottom-up security selection and active risk management provide superior investment results over the long term.  The firm’s singular focus on U.S. fixed income remains unchanged since its inception 35 years ago.


“When I reflect on the last 35 years, I immediately think of our strong and enduring partnerships with our clients and community,” said Jack Sommers, Executive Chairperson and Board member.  “Together, we’ve persevered through challenging economic and market cycles, all while staying true to our core values.  Our team has remained focused on what we do best, which is conducting robust credit research and being an ever-present resource for our clients.  That emphasis is forever embedded into the fabric of IR+M.”


IR+M strongly believes that sustainability, diversity, and community involvement are essential to its growth as a firm – as well as the happiness of its colleagues.


“Our purpose remains unchanged from our founding in 1987 – to build a better IR+M year after year,” concurred O’Malley.  “The foundation of our firm is our diverse and talented colleagues.  As a firm, we’re continually evolving and ecstatic to embark on the next 35 years.”


About Income Research + Management (IR+M)


IR+M is a privately-owned, independent, fixed income investment management firm that serves institutional and private clients. The firm manages $92 billion 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


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Danielle Nemeth
Account Manager, Montieth & Company

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