A New Risk-Controlled Fixed Income ETF

Gaining Perspective

 As interest rates have risen dramatically over the past year, income-oriented funds have become more attractive. With the income finally back in fixed income, advisors are searching for new opportunities to generate yield while mitigating risk in their bond investments. That’s why Madison Investments, an independently owned investment firm managing $22.9 billion in assets, recently launched its first suite of four income-oriented ETFs. The firm provides a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. It added ETFs to its offerings in August. Two of the funds in its suite – the Madison Aggregate Bond ETF (NYSE: MAGG) and the Madison Short Term Strategic Income ETF (NYSE: MSTI) – seek to capitalize on the growing demand for dynamic, risk-managed fixed income strategies. My guest today will discuss how advisors can use these actively managed ETFs to get the most value out of their fixed income allocation. 
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Here are some resources to learn more about Madison Investments:

  • Madison Investments website – https://madisoninvestments.com
  • Madison Aggregate Bond ETF (MAGG) – https://madisonfunds.com/etfs/madison-aggregate-bond/
  • Madison Short Term Strategic Income ETF (MSTI) – https://madisonfunds.com/etfs/madison-short-term-strategic-income/
  • Follow Madison Investments on LinkedIn – https://www.linkedin.com/company/madison-investment-advisors/

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