Responsible Fixed Income
Parametric’s Responsible Fixed Income strategies help investors align their bond holdings with their environmental, social, and governance (ESG) principles.
Our approach to responsible investing makes it simple to customize fixed income portfolios in a straightforward and scalable way. We strive to deliver both strong returns and positive impact, including environmental sustainability, social equity, and accountable governance.
With our partners at Calvert Research and Management, we deliver customized solutions designed around each investor’s objectives. Calvert’s ESG research helps investors determine the precise exposures they want, delivered via Parametric’s customized separately managed accounts.
Research driven
Calvert’s analysis dives deep into financially material ESG characteristics affecting company and issuer performance.
Client directed
Our customized ESG portfolios seek to provide precise market exposure and active tax management for each investor’s unique needs.
Explore our fixed income solutions
Parametric Calvert Municipal Bond Portfolios
This strategy adds ESG customization to our Laddered Fixed Income and Managed Municipals strategies. We base our security selection on Calvert’s ESG research framework, which identifies municipal credits for positive social and environmental impact.
Investors will be able to support responsible municipal projects in the following areas:
- > Renewable energy
- > Pollution control
- > Clean water
- > Viable waste
- > Education
- > Health care
- > Public transportation
- > Affordable housing
- > Sound financial controls
- > Feasible capital plans
- > Operational transparency
- > Data disclosure
Parametric Responsible Corporate Bond Portfolios
This strategy combines our credit research experience and institutional purchasing power to diversify portfolios across sectors and issuers. Investors can use Parametric’s menu of ESG screen options and Calvert’s proprietary research to identify ESG-eligible investments.
These strategies give your clients:
We offer systematic rules-based exposure to the corporate bond market.
We weight maturity exposures equally over a portion of the yield curve.
We build our portfolios to meet your clients’ unique circumstances.
Why choose Parametric?
Laddered Interest Rate Scenario Tool
Intended benefits of responsible bond portfolios
Values-aligned investing
Learn more >>
We invest in bond issues that look to improve social outcomes through environmentally and socially beneficial projects.
Comprehensive research
Learn more >>
Our holistic approach to research is designed to apply the most material ESG factors to our investment analysis.
Thought leadership
Learn more >>
We provide advisors with advanced insights and training, including tips and tactics to build their responsible investing capabilities.
Reporting
Learn more >>
Our reports provide transparency into how we apply ESG criteria to your clients’ portfolios, including our measurements and metrics.
Tax efficiency through advanced technology
Even sophisticated fixed income investors can miss opportunities to boost tax efficiency. Learn how Parametric's advanced technology can help investors navigate complex rate environments and enhance potential after-tax returns.
More to explore
Bond Ladders: Unlocking Direct Indexing Opportunities in Fixed Income
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions; Issac Kuo, Managing Director, Portfolio Management and Head of Quantitative Research
February 21, 2025
Could bond ladders be considered the direct indexing of the fixed income space? We think so.
Get in touch
Want to know more about our Responsible Fixed Income solutions? Complete our contact form, and a representative will respond shortly.