Separately Managed Accounts (SMA) | Lord Abbett
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Separately Managed Accounts

The Lord Abbett Advantage:

  • Long Municipal Bond SMA Strategy ranked in the top 10th percentile over the past 3, 5, 7, and 10 years*
  • 17% growth in net new accounts over the past 3 years
  • Access to Investment Professionals and Portfolio Specialists for market updates and portfolio reviews
  • Consultative approach to customize portfolio in order to meet client preferences and risk tolerance
  • Consistent, single point of contact providing ongoing client service that seeks to exceed expectations

Municipal Solutions

Managed Accounts
Managed for total return using rigorous yield curve analysis to target optimal maturities.

 
Managed Municipal Ladders
Managed for income with a defined maturity structure that may protect against rising rates. Please note that we are able to customize portfolios within the 1-20 year maturity range.
  • 1-5 Year
  • 1-10 Year
  • 1-15 Year
  • 1-20 Year
  • 5-15 Year
 
 

Municipal Bond Customization & Capabilities:

State**

Restrict up to three states
 

Credit Quality

Limit, restrict or target certain credit qualities
 

Coupon

Target a minimum or maximum coupon
 

Sector

Restrict up to two sectors
 

Maturity

For ladders, specify any maturity range between 1-20 years

Position Size

Minimum or maximum position in an account or number of positions in an account
 

Cash Management

Maintain a minimum cash position to address income needs
 

Tax Aware

Address certain complicated tax situations and needs
 

Transition Analysis

Hold or gradually transition carried-over securities
 

Please see the for more information on our SMA customization & capabilities.

Please reach out to smaclient@lordabbett.com for more information on Lord Abbett’s Convertible, Taxable Fixed Income & Equity Separately Managed Account strategies.

Questions? Please contact Lord Abbett at 1-888-522-2388 or smaclient@lordabbett.com

SPEAK WITH A SMA SPECIALIST

Contact our Managed Account Service Center to request a proposal at 
888-522-2388      

Please see the contact information below for your dedicated Lord Abbett team:

Managed Account Specialist

Contact a Representative

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THE MUNI QUARTERLY


The Muni Quarterly offers insights from our analysts on key topics for municipal bond investors, along with essential market information.

MORE SMA CAPABILITIES

    Large Cap Value

   

    

Perspectives

Five Factors Favoring Short-Dated High Yield Munis
Five Factors Favoring Short-Dated High Yield Munis
November 16, 2020

Here’s why we think short-duration high yield municipal bonds offer attractive relative value in the current market.

Municipal Bond Markets and the 2020 Election
Municipal Bond Markets and the 2020 Election
October 5, 2020

Lord Abbett’s municipal bond team shares their thoughts on the potential implications of the 2020 election for select areas of the tax-free fixed income market.

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