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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.

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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.

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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.

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.

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Laddered income-focused strategies

Municipal ladders | Corporate ladders

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Managed return-focused strategies

Managed municipals | Total return

Why Parametric?


dedicated credit analysts


in AUM across fixed income portfolios

as of 3/31/2020


years of fixed income experience

Discover how our solutions can help you grow your practice.

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.