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WHY IMPACT MAY OFFER STABILITY IN AN INSTITUTION’S FIXED-INCOME PORTFOLIO.

Andrew Zimmerman By Andrew Zimmerman

Volatility returned late last year and may persist for the foreseeable future. A well-diversified portfolio will help to manage such market ups and downs, and an allocation to fixed income can provide a reliable stream of income during periods of market uncertainty. With such strategies in mind, we believe there is an underexposed part of the market that may be attractive for institutional investors: impact investing focused specifically on affordable housing mortgages. While many investors use impact strategies to fulfill a desire to promote social good, we believe that affordable housing has built-in characteristics (along with the low correlation we’ve discussed in previous posts) that make affordable housing debt a source for...

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