Stay on top of the fixed income market with our weekly update

FI architectural Banner Alternate
Fixed Income

Even in an uncertain interest rate environment, your clients need fixed income exposure.

Fixed income icon

It can be time-consuming to build flexible fixed income portfolios that meet your clients’ income and capital preservation needs. Parametric’s fixed income solutions make it easy for you to spend less time on security selection and analysis and more time growing your practice.

Explore more fixed income solutions

Why choose Parametric?

total firm AUM icon


Total firm

FI AUM icon


Fixed income

FI professionals icon


Fixed income

Years experience icon


Years of average
manager tenure

As of 9/30/2022

Intended benefits of fixed income

Broad selection icon

Broad selection

Learn more >>

Our large network of fixed income broker-dealers helps us offer our clients a wide variety of corporate and municipal bonds.
Buying power icon

Buying power

Learn more >>

We have the size and scale to buy and sell bonds at attractive prices.

Credit oversight icon

Credit oversight

Learn more >>

Our in-house team of expert credit analysts and strategists performs extensive research to select securities and provide ongoing monitoring to reduce credit risk.

ESG integration icon

ESG integration

Learn more >>

Our custom solutions allow institutions to select bonds that align with their ESG policy objectives.

Laddered fixed income banner


Laddered Fixed Income

Laddered strategies seek predictable income and capital preservation by equally weighting maturities over a specific portion of the yield curve.

Managed fixed income banner


Managed Fixed Income

Actively managed municipal bond portfolios focus on capital preservation and seek tax-aware or taxable income.

Frequently asked questions

Icon plus
How do I create a fixed income portfolio for my clients?

The first step in creating a fixed income portfolio is to determine whether municipals or corporates best suit your clients’ fixed income goal, be it total return or a predictable income stream.
Icon plus
How do laddered portfolios work?

A constant percentage of bonds mature each year, and the proceeds are reinvested in the most attractive bonds available at the top of the ladder. This results in investor returns and yields naturally increasing in a positively sloped yield curve environment.
Icon plus
What is Parametric’s approach to tax management?

We take a uniquely active approach to taxes. We monitor holdings regularly for losses throughout the year for tax-loss harvesting opportunities—not just at year-end. Our managers seek to produce excess capital losses (unless you direct us otherwise) to give your clients maximum flexibility. Losses can be used in other parts of their portfolio or at a later time.

Get in touch

Want to know more about our Fixed Income solutions? Complete our contact form, and a representative will respond shortly.

More to explore