October 23, 2025
This week, IMTC’s Head of Sales Blake Lynch sat down with George Aliferis on the Investology Podcast about the transformative developments in the fixed income markets.
Investology is a podcast dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.
In this episode, Blake and George discuss how advancements in cloud computing and automation are streamlining the traditionally manual processes associated with fixed income investments, allowing for customized portfolios at scale.
This has made SMA wrappers (Separately Managed Accounts) a lot more accessible, enabling greater transparency, direct ownership, and potential tax efficiency for the bond portfolios of an increasingly large number of investors.
You can find the full episode here!
This paper is intended for information and discussion purposes only. The information contained in this publication is derived from data obtained from sources believed by IMTC to be reliable and is given in good faith, but no guarantees are made by IMTC with regard to the accuracy, completeness, or suitability of the information presented. Nothing within this paper should be relied upon as investment advice, and nothing within shall confer rights or remedies upon, you or any of your employees, creditors, holders of securities or other equity holders or any other person. Any opinions expressed reflect the current judgment of the authors of this paper and do not necessarily represent the opinion of IMTC. IMTC expressly disclaims all representations and warranties, express, implied, statutory or otherwise, whatsoever, including, but not limited to: (i) warranties of merchantability, fitness for a particular purpose, suitability, usage, title, or noninfringement; (ii) that the contents of this white paper are free from error; and (iii) that such contents will not infringe third-party rights. The information contained within this paper is the intellectual property of IMTC and any further dissemination of this paper should attribute rights to IMTC and include this disclaimer.
.