Income Research + Management is a privately owned U.S. fixed income firm with approximately $75 billion in assets under management. The Firm manages a broad range of fixed income strategies across the maturity spectrum for institutional investors and private clients. Its investment solutions include short duration cash, core, and credit-only mandates for yield-seeking investors, long-term LDI custom portfolios for DB pension plans looking to de-risk, as well as tax-efficient municipal bond and crossover strategies for taxable or private clients. Income Research + Management was founded in 1987 by John and Jack Sommers, and today is predominantly employee-owned. It is headquartered in Boston, MA.

Investment Management

Income Research

Income Research's headquarters in Boston, MA, United States

This department focuses on supporting and executing operational functions within the organization.

Operations Associates

This department manages and analyzes client portfolios to optimize investment performance and meet client objectives.

Portfolio Management

The Investment and Portfolio Management team at Income Research + Management is responsible for devising and executing investment strategies tailored to client needs, managing a wide range of fixed income portfolios including short duration cash, core, credit-only mandates, and long-term liabilities-driven investments (LDI). This team monitors portfolio performance and risk, ensures compliance with investment guidelines, and collaborates with operations and client services to meet the objectives of institutional and private clients.

Investment and Portfolio Management

The Client Portfolio Management team at Income Research + Management is responsible for managing and optimizing client portfolios across various fixed income strategies. This team works closely with institutional investors and private clients to ensure alignment with investment goals, risk tolerance, and market conditions. They provide tailored portfolio solutions, including short duration cash, core, credit-only mandates, LDI custom portfolios, and tax-efficient municipal bond strategies. Their primary focus is to deliver optimal performance and client satisfaction through strategic asset allocation and ongoing portfolio management.

Client Portfolio Management

This department manages and supports client investments and relations.

Investor Services

This department guides the overall strategic direction and operational management of the organization.

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People (10)

Jobs (0)

Other teams

Portfolio Management

Investment and Portfolio Management

Client Portfolio Management

Investor Services

Executive Leadership

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People (10)

Jobs (0)

Other teams

Portfolio Management

Investment and Portfolio Management

Client Portfolio Management

Investor Services

Executive Leadership

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