2024
Launched two open-end Euro denominated capital securities and hybrids mutual funds domiciled in Ireland and distributed globally
2020
Launched an actively managed ETF focused on preferred and capital securities that generate tax advantaged dividend income
2019
Launched the first preferred and capital securities mutual fund domiciled and distributed in Taiwan
2017
Launched an actively managed ETF focused on the $1,000 par capital securities market
2014
Launched the first $25 par separately managed account program with a $1,000 par capital securities completion fund
2005
Launched the first $25 par separately managed account program for US domiciled high net worth investors
2003
Launched open-end preferred securities mutual fund domiciled in Ireland and distributed globally
2002
Introduced the first of six NYSE-listed closed-end funds managed as a sub-advisor for Nuveen Investments, Inc
2001
Launched the first open-end preferred securities mutual fund domiciled and distributed in the United States
2001
Acquired by Principal Financial Group
1987
Spectrum Asset Management is founded by Mark Lieb to specialize in the management of preferred and capital securities for institutional investors