Parametric Fixed Income

Simple, scalable SMA solutions to help you deliver the custom fixed income exposures your clients seek

Partner with the leading fixed income asset manager

From navigating an uncertain interest rate environment to evaluating credit risk, advisors face an array of challenges when it comes to building fixed income portfolios for clients. Parametric partners with you to make it easy—so you can spend less time on legwork and more time growing your practice.

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Broad selection. We work with a large network of fixed income broker-dealers, offering your clients a wide array of both municipal and corporate bonds.

INST buying power

Institutional buying power. Our size and scale allow us to buy and sell bonds at favorable prices on your clients’ behalf.

In-house credit icon

In-house credit oversight. Our team of experienced credit analysts selects and monitors investments, helping your clients reduce credit exposure risk in their portfolios.

Systematic tax harvesting

Systematic tax-loss harvesting. It’s not just a Q4 activity. We constantly monitor portfolios to capture losses as they arise throughout the year.

ESG methodology. Across our bond strategies, we can provide you with custom solutions that align with your clients’ environmental, social, and governance principles.

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On-demand reporting and analysis. Tools to help you evaluate interest rate scenarios, client-ready reports, and open access to our portfolio managers and strategists.

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Extensive customization options

Are your clients looking for income or return? Parametric oﬀers both, with separately managed
portfolios you can tailor to your clients’ needs.

Laddered income-focused strategies

Municipal ladders | Corporate ladders

Managed return-focused strategies

Managed municipals | Total return

Why Parametric?

25

dedicated credit analysts

$45B+

in AUM across fixed income portfolios

as of 03/31/2020

30+

years of fixed income experience

Discover how our solutions can help you grow your practice.

Latest insights and research

See all insights and research >

How to invest and related products

Parametric’s fixed income strategies are designed to be implemented in a separately managed account (SMA) maintained by a qualified custodian. Investors should contact their financial advisor to establish an SMA. Parametric also subadvises funds with similar strategies, offered and distributed by our affiliate, Eaton Vance Distributors Inc., a registered broker-dealer. Learn more^*

*We provide a link to the Eaton Vance website for your convenience only. It is for informational purposes only and is not an offer to buy or sell any security. Although Parametric is an affiliate of Eaton Vance, Parametric does not administer the website or control any of its content. Accordingly, this link is provided as is, without representation or warranty, express or implied, as to the accuracy of such content or its completeness or timeliness, all of which (including, without limitation, any implied warranties of merchantability or fitness for a particular purpose) Parametric expressly disclaims. This link’s appearance on Parametric’s website should not imply our endorsement of the linked site or its content. Parametric is not responsible for your use of the linked site, its content, or any other resources (including, without limitation, other linked sites and their contents) accessible through it. If you choose to leave this website and visit the linked site, you will be subject to its terms of use and privacy policies. By continuing to the linked site, you acknowledge and agree to the foregoing.

For more information, visit the Disclosure page.

Investment advisory services offered through Parametric Portfolio Associates^® LLC ("Parametric"), an investment advisor registered with the US Securities and Exchange Commission.

Parametric (National Registration Database No. 42850) is also registered as a Portfolio Manager with the securities regulatory authorities in certain provinces of Canada with regard to specific products and strategies. Parametric provides advisory services directly to institutional investors and indirectly to individual investors through financial intermediaries. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the Disclosure page for important information about investments and risks.

S&P Dow Jones Indices are a product of S&P Dow Jones Indices LLC (“S&P DJI”) and have been licensed for use. S&P^® indexes are registered trademarks of S&P DJI; Dow Jones^® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); S&P DJI, Dow Jones, and their respective affiliates do not sponsor, endorse, sell, or promote Parametric and its strategies, will not have any liability with respect thereto, and do not have any liability for any errors, omissions, or interruptions of the S&P Dow Jones Indices.

Parametric Fixed Income

Extensive customization options

Why Parametric?

Latest insights and research

Laddered Fixed Income SMA

Market Update: Fixed Income

Corporate Bond Market Insight

How to invest and related products