Intermediate Taxable Fixed Income
Investment Overview
This investment strategy seeks total return derived from coupon interest and capital appreciation. It invests primarily in government securities, investment grade corporate bonds, and asset-backed and mortgage-backed securities. It also may invest in mutual funds and other pooled investment vehicles, which may pay fees and expenses to BlackRock that are in addition to the fees payable to BlackRock for managing the account. These portfolios are expected to have durations of two to five years. An investor selecting this strategy may risk some loss of principal. More detailed information on this strategy is available upon request.
Investment Process
- BlackRock's Fixed Income Investment approach blends top-down and bottom-up investment ideas
- Investment Teams are responsible for research, analysis, security selection, and execution
- Rick Rieder as Chief Investment Officer of Fixed Income, Fundamental Portfolios, leads the investment strategy meetings
- Portfolio Teams are each independently accountable for asset allocation and portfolio construction
Investment Team
| Robert S. Stanley Head of Retail Fixed Income CIO of Separately Managed Accounts (SMA) | Kevin Bormida |
| Matthew Marra Senior Portfolio Manager | Michael Heilbronn Municipal Strategist |
Investment involves risk. The investment process described herein reflects the current process for selecting portfolio investments and is subject to change.