$23B+
SMA AUM
30+
Years Managing SMA Accounts
28,000+
SMA Accounts
Data as of 03/31/2025
Insight
May 17, 2024
How Completion Portfolios Can Help Enhance Separately Managed Accounts
These specialized mutual funds can help SMA portfolios achieve diversification and gain access to a greater range of investable securities.
Our Products
Lord Abbett offers Financial Advisors access to our investment expertise through a suite of separately managed account (SMA) portfolios.
Tax-Free Fixed Income
Lord Abbett High-Quality Short Duration Municipal SMA
Seeks to deliver strong risk-adjusted returns and generate attractive tax free income by focusing on opportunities in short maturity bonds.
Lord Abbett High-Quality Intermediate Municipal SMA
Seeks to deliver strong risk-adjusted returns and generate attractive tax free income by focusing on opportunities in intermediate maturity bonds.
Lord Abbett High-Quality Barbell Municipal SMA
Seeks to deliver high tax free income and strong risk-adjusted returns through a “barbell” structure that pairs long maturity bonds, that have historically delivered superior returns, with short and intermediate bonds to manage downside risk and reduce volatility.
Lord Abbett High Quality Long Municipal SMA
Seeks to deliver strong risk-adjusted returns and generate attractive tax free income by focusing on opportunities in long maturity bonds.
Managed Municipal Ladders
A suite of Managed Ladder strategies covering various maturity ranges to meet investor needs which seek to generate attractive tax free income. These portfolios enable investors to build laddered portfolios with the benefits of our in-depth credit research, on-going credit monitoring, access to inventory and pricing advantages associated with our institutional presence.
- Lord Abbett 1-5 Year Municipal Ladder SMA
- Lord Abbett 1-10 Year Municipal Ladder SMA
- Lord Abbett 1-15 Year Municipal Ladder SMA
- Lord Abbett 1-20 Year Municipal Ladder SMA
- Lord Abbett 5-10 Year Municipal Ladder SMA
- Lord Abbett 5-15 Year Municipal Ladder SMA
Lord Abbett Enhanced Intermediate Municipal SMA
Seeks to deliver high tax free income and strong risk-adjusted returns by focusing on opportunities in intermediate maturity bonds. The strategy invests in individual municipal bonds rated A or higher, with a zero-fee fund specifically designed for SMA portfolios to enhance diversification, tax-free income, and total return potential.
Prospectus for the Lord Abbett Diversification Shares: Enhanced Municipal Yield Completion Fund (only available through the Enhanced Intermediate Municipal SMA):
Tailored Shareholder Report
Financial Statements and Other Information
*includes items 7-11 of Form N-CSR as required, if any.
Additional Tax-Free Managed Account Resources
Lord Abbett offers a broad range of Managed Municipal Solutions, customized to address the needs of today’s high net worth municipal bond investor.
Taxable Fixed Income
Lord Abbett Limited Duration SMA
Seeks to deliver strong risk-adjusted returns with limited interest-rate riskthrough a flexible, multi-sector bond approach focusing on short-term investment grade corporate bonds, asset-backed securities and U.S. Treasury securities.
Lord Abbett Short Duration Income SMA
Lord Abbett U.S. Government SMA
The strategy offers investors an actively managed, high quality intermediate bond portfolio that seeks to identify the best relative value across U.S. Treasuries, Government Agencies, and Agency Mortgage Backed Securities.
Lord Abbett Core Fixed Income SMA
Lord Abbett Core Plus Total Return SMA
Seeks to deliver high risk-adjusted returns relative to the Bloomberg U.S. Aggregate Bond Index. Available to institutional investors for accounts of $50 million or larger.
U.S. Equity
Lord Abbett Large Cap Value SMA
Seeks to deliver long-term growth of capital by investing primarily in stocks of large-cap value-oriented U.S. companies.
Lord Abbett Multi-Cap Value SMA
Seeks to deliver long-term growth of capital by investing primarily in stocks of value-oriented U.S. companies across all market caps.
Lord Abbett SMID Cap Value SMA
Seeks to deliver long-term growth of capital by investing primarily in stocks of small and mid-cap value-oriented U.S. companies.
Lord Abbett Dividend Growth SMA
Seeks to take an active approach to growth and income investing.
Lord Abbett Focused Growth SMA
Designed to deliver long-term growth of capital by investing primarily in stocks of innovative U.S. companies with faster growing revenues than the market.
Lord Abbett Convertible SMA
Seeks to deliver attractive risk adjusted returns by investing in a broad range of convertible securities.
Speak with a SMA Specialist
For more information on our investment capabilities, our SMA Customization options, or to request a proposal, please contact the Lord Abbett SMA team at 1-888-522-2388 or smateam@lordabbett.com.
Important Information
Click Here for The Global Investment Performance Standards (GIPS®) Composite Report
Separately managed accounts may not be appropriate for all investors. This information should not be relied upon as investment advice or a recommendation for any particular investment product or strategy and is provided for informational purposes only.
Note about Risk: As interest rates rise, the prices of debt securities tend to fall; as rates fall, prices tend to rise. The value of a portfolio will change as interest rates fluctuate. Municipal securities may include insured municipal securities that are covered by insurance policies that guarantee the timely payment of principal and interest. Insurance does not pertain to yield or market values, which will fluctuate over the life of bonds. Income from municipal bonds may be subject to the alternative minimum tax. Federal, state, and local taxes may apply. Although these are the main risks of investing in bonds, there may be other risks associated with investing in bonds, such as credit, inflation, call, high-yield, and market risks. An investor should consult with his or her investment professional before making an investment decision.
Lord Abbett Separately Managed Accounts - Lord, Abbett & Co. LLC. is the investment advisor for the separately managed accounts (SMA).
The information provided is not directed at any investor or category of investors and is provided solely as general information about Lord Abbett’s products and services and to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither Lord Abbett nor its affiliates are undertaking to provide impartial investment advice, act as an impartial adviser, or give advice in a fiduciary capacity.