Long-Term Municipal Fixed Income Managed Account Strategy

Investment Strategy

This investment strategy seeks total return derived primarily from coupon interest, and secondarily, capital appreciation. It generally invests in investment grade municipal 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 six to ten years. An investor selecting this strategy may risk some loss of principal. More detailed information on this strategy is available upon request.

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Fact Sheet Sample Portfolio
Client Presentation Book MSRB Rule

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

BlackRock Investment Teams: Bottom-Up Idea Generation & Research

Investment Team

 

Patrick S. Gorman Patrick S. Gorman
Portfolio Manager
Sean Carney Sean Carney
Municipal Fixed Income Strategist

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