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Managed Accounts

A premier SMA experience for sophisticated fixed income investors

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PIMCO, a stable partner to fixed income investors for more than 20 years, has a long history of helping clients meet their separately managed account (SMA) investment needs.

Why PIMCO for Managed Accounts?

We believe that sophisticated fixed income investors deserve a premier SMA experience – one that provides access to the institutional resources of a global leader in active fixed income and a client experience that is tailored to individual needs.

  • Experience and Efficiency

    As one of the world's largest fixed income managers, our size enables trading efficiencies and scalable customization that deliver value.

  • Disciplined Active Management

    Our time-tested investment process combines top-down macro views with extensive bottom-up research that seeks to enable outperformance.

  • An Enhanced Client Experience

    With a "client-first" mindset, we cater to individual client needs for transparency, simplicity, customization, and ease.

$41.41 billion

SMA Assets Under Management (AUM)

$22.86 billion

Enhanced SMAs:

Municipal, Core, Real Asset, Liquidity Management, and Model Portfolios

$18.56 billion

Ladder SMAs:

Municipal, Corporate, and Liquidity Management

As of 30 June 2023.

PIMCO's SMA Platform

PIMCO offers a broad range of services and educational programs intended to assist clients in their efforts to preserve and grow their wealth.

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Complimentary in-kind portfolio reviews

We offer detailed structural and credit reviews for existing and prospective client portfolios.

 
Portfolio customization assistance

We work with you to present custom proposals and build personalized portfolios for clients, with a focus on solving investor needs.

 
Simplified account opening process

Our assistance with new account paperwork can provide a seamless transition to our muni SMA platform for you and your clients.

 
Transparent on-boarding process

With a consultative call at relationship inception, we aim to fully understand clients’ objectives and risk parameters.

 
Specialized service teams

Our dedicated service, investment specialist, and advisor education teams help you expand your value and deepen client relationships.

 
Tools and resources

From timely insights on markets and macroeconomics around the world to investment guidance, we are here to help.

SMA Insights

Using SMAs to Help Advisors and Investors Navigate Market Change

As investor needs have evolved to make “one-size-fits-all” solutions a poor fit, SMAs present an opportunity for advisors to address client needs with customized investment portfolios.

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Disclosures

The managed account strategies described in this material are offered by Pacific Investment Management Company LLC and is available exclusively through financial professionals. Managed accounts have a minimum asset level and may not be appropriate for all investors. Financial professionals seeking more information should contact their managed accounts department or call their PIMCO representative.

Select Managed Accounts strategies consist of individual securities and a select combination of proprietary, commingled vehicles. These vehicles are available only through managed accounts utilizing the Managed Accounts strategy and are available by prospectus only.

Individual account holdings will vary depending on the size of an account, cash flows and account restrictions. Portfolio holdings are subject to change daily without notice. At any time an individual account managed in this strategy may or may not include securities held by another portfolio. Consequently, any particular account may have portfolio characteristics and performance that differ from another individual account in this strategy.

A word about risk:
All investments contain risk and may lose value. Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. The value of most bonds and bond strategies are impacted by changes in interest rates. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and low interest rate environments increase this risk. Reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Bond investments may be worth more or less than the original cost when redeemed. Inflation-linked bonds (ILBs) issued by a government are fixed-income securities whose principal value is periodically adjusted according to the rate of inflation; ILBs decline in value when real interest rates rise. Treasury Inflation-Protected Securities (TIPS) are ILBs issued by the U.S. Government. Sovereign securities are generally backed by the issuing government, obligations of U.S. Government agencies and authorities are supported by varying degrees but are generally not backed by the full faith of the U.S. Government; portfolios that invest in such securities are not guaranteed and will fluctuate in value. Investors will, at times, incur a tax liability. Income from municipal bonds is exempt from federal income tax and may be subject to state and local taxes and at times the alternative minimum tax; a strategy concentrating in a single or limited number of states is subject to greater risk of adverse economic conditions and regulatory changes. Derivatives may involve certain costs and risks such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. Investing in derivatives could lose more than the amount invested. Diversification does not ensure against loss.

There is no guarantee that these investment strategies will work under all market conditions or are appropriate for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market.

PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. This material contains the current opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world. Pacific Investment Management Company LLC, 650 Newport Center Drive, Newport Beach, CA 92660, 800-387-4626. ©2023, PIMCO.

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