INCOME RESEARCH + MANAGEMENT

Overview

Income Research + Management operates as a fixed-income-centered investment manager that also provides portfolio management for individuals, pooled vehicles, investment companies and institutional clients. The firm charges fees as a percentage of assets under management and emphasizes investment-grade corporate bonds as its primary allocation focus. That bias shows up in both its separately managed account activity and its large holdings managed through pooled vehicles and private funds. The firm reports being an active ESG investor, and its advisory platform spans individual and family clients as well as institutional mandates. Equity exposure is limited relative to its overall asset base; public equity positions are a small slice of reported 13F holdings. Income Research + Management also runs and advises a suite of private funds categorized as “Other,” and it uses mutual funds and third‑party alternative managers as part of its broader implementation toolkit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices