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Income Solutions

Income Solutions

Dividend income can provide balance to portfolios focused on capital appreciation. These strategies seek high and growing income streams from equity and related securities including common and preferred stocks, convertible securities, real estate investment trusts and master limited partnerships (MLPs).  

Perspectives

  • Jeffrey Schulze on AssetTV Active Management Panel
    Investment Strategist Jeffrey Schulze, CFA joined AssetTV's Active Management panel to discuss the potential benefits and opportunities for active management in today's equity market.
  • Energy MLP Strategy
    1Q17 Commentary: We continue to believe that incremental U.S. oil barrels are needed to avert a shortage of oil, as the global oil market is on course to move to undersupplied.
  • U.S. Convertible Securities Strategy
    1Q17 Commentary: The convertible new-issue market was active as issuers took advantage of attractive terms and strong demand to raise capital.
  • Dividend Strategy
    1Q17 Commentary: Growing political uncertainty and rich valuations failed to slow market gains.
  • Generating Consistent Growth in Today's Market
    PMs Margaret Vitrano and Evan Bauman discuss how they seek to capture growth in a subdued environment.

Institutional Separate Accounts

(As of March 31, 2017)
Average Annual Returns
Name Strategy AUM YTD Returns 1 Year 3 Years 5 Years 7 Years 10 Years Fact Card Commentary Copy link to clipboard

Mutual Funds

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Separately Managed Accounts

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Closed-End Funds

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Variable Investments

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