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Our SMA Strategies

One global platform, a world of investment excellence

Our Separately Managed Accounts bring together the depth of our global platform with the expertise of exceptional investment teams.

At the heart of our SMA offering are our Partners — independent, entrepreneurial firms whose experience and conviction drive the quality of our solutions. Our investment philosophy and due diligence process draw on more than two decades of analysing and partnering with leading investment managers worldwide.

We seek firms that combine a disciplined and transparent investment process with a proven ability to deliver through changing market environments. Each Partner demonstrates consistency, scalability, and a repeatable approach that aligns with our commitment to long-term excellence.

Our selection process is proactive, comprehensive, and built on seven key pillars: corporate structure and governance, investment philosophy and process, performance consistency, business strategy and growth potential, operational and regulatory strength, financial alignment, and commitment to ESG.

Only a select few meet our exacting standards. Those who do become long-term Partners, supported by ongoing collaboration, rigorous oversight, and transparent reporting — ensuring every SMA we offer reflects the integrity and quality at the core of iM Global Partner.

Enhanced Yield Strategy

Tax-free strategy, intermediate maturity bond portfolio aiming to provide high level of income from federal tax investing

High Quality Intermediate Strategy

Tax-exempt strategy to help manage for after-tax total return

Short Term Strategy

Short-term maturity, tax-exempt municipal bond

Taxable Municipal Bond Strategy

High-quality, taxable municipal bond

Enhanced Intermediate Strategy

Tax-free strategy, intermediate maturity bond portfolio aiming to provide high level of income from federal tax investing

Positive Impact Strategy

Socially responsible, high-quality intermediate maturity, tax-exempt municipal bond portfolios

Dividend Growth and Income Strategy

Identifying Tomorrow’s Dividend Growers Today

Core Strategy

Credit-focused fixed income, built on conviction and value.

Core Plus Strategy

Credit-focused fixed income, built on conviction and value.

Credit Strategy

A Time-Tested Approach to Credit, Grounded in Conviction

High Yield Strategy

Seeks to provide excess risk adjusted returns through the identification of undervalued corporate bonds using free cash flow credit analysis.

Short Duration Strategy

Capital Preservation. Credit Discipline. Consistent Results.

Global Growth Strategy

Focused global investing built on quality, consistency, and sustainable long term growth.

U.S. Small Company Growth

Investing in tomorrow’s leaders, today.

International Growth Strategy

A concentrated portfolio of competitively advantaged international businesses with sustainable, above-average earnings growth

Focus Growth Strategy

A concentrated portfolio of exceptionally advantaged US businesses compounding value over the long-term.

Global Aggressive ETF Strategy

Macro-driven, top-down style to construct a global tactical asset allocation portfolio for an aggressive risk tolerance.

Global Conservative ETF Strategy

Macro-driven, top-down style to construct a global tactical asset allocation portfolio for a conservative risk tolerance.

Core Plus Total Return ETF Strategy

ETF-only strategy leveraging 22 years of research and fixed income expertise to re-imagine the way fixed income should be managed.

Global Equity ETF Strategy

Macro Insight. High Conviction. Global Opportunity.

Global Moderate ETF Strategy

Macro-driven, top-down style to construct a global tactical asset allocation portfolio for a moderate risk tolerance.

Global Risk-Balanced Moderate ETF Strategy

Active. Adaptive. Anchored in Long-Term Thinking.

Quality Value Strategy

Resilient Value Investing with a Focus on Quality and Limiting Downside

Enhanced Yield Strategy

Tax-free strategy, intermediate maturity bond portfolio aiming to provide high level of income from federal tax investing

High Quality Intermediate Strategy

Tax-exempt strategy to help manage for after-tax total return

Short Term Strategy

Short-term maturity, tax-exempt municipal bond

Taxable Municipal Bond Strategy

High-quality, taxable municipal bond

Enhanced Intermediate Strategy

Tax-free strategy, intermediate maturity bond portfolio aiming to provide high level of income from federal tax investing

Positive Impact Strategy

Socially responsible, high-quality intermediate maturity, tax-exempt municipal bond portfolios

Dividend Growth and Income Strategy

Identifying Tomorrow’s Dividend Growers Today

Core Strategy

Credit-focused fixed income, built on conviction and value.

Core Plus Strategy

Credit-focused fixed income, built on conviction and value.

Credit Strategy

A Time-Tested Approach to Credit, Grounded in Conviction

High Yield Strategy

Seeks to provide excess risk adjusted returns through the identification of undervalued corporate bonds using free cash flow credit analysis.

Short Duration Strategy

Capital Preservation. Credit Discipline. Consistent Results.

Global Growth Strategy

Focused global investing built on quality, consistency, and sustainable long term growth.

U.S. Small Company Growth

Investing in tomorrow’s leaders, today.

International Growth Strategy

A concentrated portfolio of competitively advantaged international businesses with sustainable, above-average earnings growth

Focus Growth Strategy

A concentrated portfolio of exceptionally advantaged US businesses compounding value over the long-term.

Global Aggressive ETF Strategy

Macro-driven, top-down style to construct a global tactical asset allocation portfolio for an aggressive risk tolerance.

Global Conservative ETF Strategy

Macro-driven, top-down style to construct a global tactical asset allocation portfolio for a conservative risk tolerance.

Core Plus Total Return ETF Strategy

ETF-only strategy leveraging 22 years of research and fixed income expertise to re-imagine the way fixed income should be managed.

Global Equity ETF Strategy

Macro Insight. High Conviction. Global Opportunity.

Global Moderate ETF Strategy

Macro-driven, top-down style to construct a global tactical asset allocation portfolio for a moderate risk tolerance.

Global Risk-Balanced Moderate ETF Strategy

Active. Adaptive. Anchored in Long-Term Thinking.

Quality Value Strategy

Resilient Value Investing with a Focus on Quality and Limiting Downside

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