Custom portfolio solutions
We offer investors the precise market exposures they seek while helping manage risk, reduce tax and elevate outcomes.
Custom portfolio solutions
We offer investors the precise market exposures they seek while helping manage risk, reduce tax and elevate outcomes.
Discover tailored, transparent, systematic solutions:
Fixed income investigated. Our weekly updates will keep you on top of rates, inflation, and much more.
Our specialty
Direct indexing
Investors can use direct indexing to completely customize their portfolios with tax advantages that ETFs can’t match.
Tax management
It’s not what you make, but what you keep. With active tax management, advisors can capitalize on tax-saving opportunities.
Overlay
Parametric Overlay solutions can help investors potentially alleviate portfolio shortfalls and inefficiencies.
Cerulli Associates Report
What Matters to High Net Worth Clients Now?
New research from Cerulli Associates finds that affluent investors want comprehensive, long-term, tax-aware financial planning—and wealth managers need to deliver it. Download the report to find out how to strengthen your client relationships for the future.
Related Content
ADVISOR TOOL
Laddered Interest Rate Scenario Tool
Calculate potential tax-optimized and customized bond yields using our Laddered Interest Rate Scenario Tool.
Learn with us
Head of Fixed Income Solutions at Parametric: Jonathan Rocafort on InvestmentNews
In an interview with InvestmentNews, Jonathan Rocafort, Head of Fixed Income Solutions at Parametric Portfolio Associates, discusses the potential advantages of tax-optimized bond ladders compared with traditional fixed-income portfolios. Rocafort explains how a tax-aware approach may help investors improve after-tax outcomes while maintaining exposure to high-quality fixed income. The conversation highlights the growing importance of tax management in portfolio construction and how customized bond ladder strategies may help investors navigate changing market conditions and income needs more efficiently. Watch now.
Parametric Fixed Income Portfolio Manager: Nisha Patel on Bloomberg Radio
Nisha Patel, Fixed Income Portfolio Manager at Parametric, discusses the growing demand for customized fixed-income portfolios, highlighting how separately managed accounts can help investors achieve greater tax efficiency, personalization, and diversification in today's evolving rate environment. Learn more.
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