Tax exempt securities long have been an attractive asset class for companies and other institutional investors. However, companies that issue debt need to be aware of IRS guidelines that may limit the size of their tax exempt portfolios. This one pager by Tony Criscuolo, Standish Mellon portfolio manager for tax-sensitive strategies, provides background for corporate tax exempt investors.

Click here for a full report.

Note: Standish Mellon provides this summary as general information to its clients. It is not meant to be tax advice for any particular investor, which can only be provided by qualified tax counsel.

This information is the property of Standish Mellon Asset Management Company LLC, and shall not be sent to any third party.  This information is not provided as a sales or advertising communication.  It does not constitute investment advice.  It is not an offer to sell or a solicitation of an offer to buy any security.  Past performance is not an indication of future performance.  This information is not intended to provide specific advice, recommendations or projected returns of any particular Standish Mellon product.