11 Apr 2025
Corporate
Sourcing social bonds: the case for U.S. munis
Increasingly, institutional investors are looking for innovative investment solutions that allow them to put their money to work in ways that help communities or provide some social benefit — without sacrificing financial returns.
U.S. municipal bonds — a well-established fixed income investment — can help investors achieve goals focused on the social good and risk-return targets. With many non-U.S. investors reevaluating taxable municipal bonds as an additional source of diversification and income, their potential for social good is worth exploring.
Highlights:
- The institutional demand for social impact investments
- Why many U.S. municipal bonds can be considered social bonds
- The social good of different U.S. public finance sectors and issuers
- The investment characteristics of U.S. municipal bonds.