Spectrum Asset Management

Entity Type
Founding Date

Spectrum Asset Management is one of the largest money managers in the world specializing in the preferred and capital securities market. It manages and advises portfolios for an international client base that includes corporate, pension fund, insurance and endowment clients, open-end and closed-end mutual funds domiciled in the United States, Ireland, Japan, and Taiwan. It emphasizes traditional financial and technical analysis within the context of broad industry and economic trends.


  • Institutional separate accounts and sub-advisory accounts
  • US mutual funds
  • UCITS funds
  • Pooled institutional investment vehicles
  • Exchange-traded fund
  • SMA wrap accounts

Assets under management: $27.12 billion (as of December 31, 2020)