Optimize your longer-term fixed-income investments in the current interest rate environment with William Blair’s fixed-income capabilities.
Our Capabilities: Fixed Income
Questions to Consider
How do you optimize your fixed-income investments in the current interest rate environment?
Where does fixed income fit in your overall asset allocation?
Are your financial goals, risk tolerance, and time horizon aligned?
Fixed income is a key component of any asset allocation decision. In constructing fixed-income portfolios for our clients, we carefully analyze the credit and interest rate risks and opportunities of an array of fixed-income securities. Fixed-income investments offer clients:
- A strategy to complement equity holdings
- Capital preservation
- Potential to reduce interest rate and reinvestment risk
- Instruments to match financial objectives, time horizon, and risk tolerance
- A predictable steady stream of income
- Diversification by geography, maturity, sector, and credit quality
- Tax-advantaged income for U.S. government and municipal bonds
- Liquidity
Client Story
A client who was recently widowed inherited a significant portfolio of equities. He needed to allocate a portion of the assets to fixed income. Our fixed-income professionals began by working with him and his wealth advisors to educate him on the characteristics of the high-quality bonds under consideration. Knowing the market and employing the due diligence research process, the team selected bonds at different parts of the yield curve, periodically revisiting the allocation and bond selection until the assets were fully allocated—yielding income over the course of the year and providing relative stability to the portfolio.
Resources
Fixed-Income Capabilities
As an investor, it is critical to implement an asset allocation strategy that meets your investment goals across all market cycles. A key component of any asset allocation decision is fixed-income investments and cash-savings vehicles that can help preserve capital, earn a reasonable rate of return, and reduce risk. William Blair provides customized fixed-income strategies to help meet your investment goals, tax situations, cash flow, and liquidity needs across all market cycles.
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If you have questions or would like more information, please contact your William Blair Wealth Advisor or PWM@williamblair.com.