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We help investors achieve their specific investment objectives by providing tailored management of fixed income exposures.

Strategy Goals

TIPS/Treasuries/LINKRs:  Customized Core Sovereign Fixed Income Management

Parametric manages core sovereign fixed income exposure needs with the goal of closely tracking standard or custom benchmark performance. Portfolio benchmarks can be modified quickly and efficiently based on client preference. International mandates can be managed on a hedged or unhedged basis.

ETFs:  Comprehensive ETF Management

Parametric manages ETF portfolios with the objective of selecting the ETF which best matches client exposure needs. Key impacts into the ETF selection process include time horizon, trading costs, instrument liquidity, fund costs, trading flexibility, tracking error versus benchmark, and other factors. Customization and consultation with each client related to ETF exposure alternatives are an important part of Parametric’s ETF management services.

TIPS Investment Philosophy

Separate Account Mandates

Fully-funded separate accounts with specific, client designated benchmarks

Futures / Swaps Collateral

Various TIPS benchmark exposure maintained as part of synthetic exposure allocations, such as commodities

Swap Overlay

Use of swaps to obtain domestic or international TIPS exposure on an unfunded basis

Exchange-Traded Funds (ETFs) Investment Philosophy

Exchange-Traded Funds (ETFs) have become an important part of the management of institutional portfolios. Institutional clients may incorporate ETFs within their portfolios in the following ways.

Portfolio and Manager Transitions

Risk Management

Liquidity Management

Completion and Diversification Strategies

Implementation of Tactical Preferences

Rebalancing Opportunities

TIPS/Treasuries/ETFs is offered by Parametric Investment & Overlay Strategies.  For additional information please visit the Disclosure page.

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