September 28, 2016 8:05 PM ET

Capital Markets

Company Overview of Income Research & Management

Company Overview

Income Research & Management (IR&M) is an employee owned investment manager. The firm provides its services to high net worth individuals, banking and thrift institutions, investment companies, Taft-Hartley plans, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, and state or municipal government entities. It manages separate client-focused fixed income portfolios. The firm invests in the fixed income markets of the United States. It makes its investments corporate focused, municipal focused, government focused, and convertible securities of short, intermediate, and long duration. The firm employs fundamental analysis with bottom-up stock p...

100 Federal Street

30th Floor

Boston, MA 02110-4106

United States

Founded in 1987





Key Executives for Income Research & Management

President, Co-Founder, Managing Principal, Treasurer, Senior Portfolio Manager, Chairman of Executive and Management Committee, Member of Product Committee, and Member of Investment Governance Committee
Co-Founder, Managing Principal, Senior Portfolio Manager, Chairman, Member of Product Committee, Member of Executive Committee, Member of Investment Governance Committee, and Member of Management Committee
Age: 78
Principal, Director of Operations, Technology, Finance, and Business Risk, Member of Project Committee, Member of Operational Risk and Process Review Committee, and Member of Management Committee
Chief Compliance Officer, Principal, Vice President, Member of Investment Governance Committee, and Member of Operational Risk and Process Review Committee
Senior Vice President, Director of Product Management, Member of Product Committee, Member of Fund Governance Committee, and Member of New Business Committee
Compensation as of Fiscal Year 2016.

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