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Your firm may offer multiple Program options in order to support a wide array of fixed income investment strategies. Any combination of the following Programs may be offered to your consultants and clients:
- BondWave Advisors' Index Targeted Programs
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Index Targeted Programs seek a high level of correlation and beta to a recognized index. Each underlying Program Model is updated monthly to maintain index and portfolio alignment.
Municipal
- 5-Year Municipal Index Targeted Program
- 7-Year Municipal Index Targeted Program
- 10-Year Municipal Index Targeted Program
- 15-Year Municipal Index Targeted Program
- 20-Year Municipal Index Targeted Program
Taxable
- Short Government / Credit Taxable Index Targeted Program
- Intermediate Government / Credit Taxable Index Targeted Program
- Long Government / Credit Taxable Index Targeted Program
- Custom Programs
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BondWave Advisors will work with your firm to assess its top-down asset allocation approach and will develop programs that capture its desired fixed income investment strategies. Programs can be customized to meet your firm's existing proprietary strategies or match those from a third-party.
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