Make transitions more transparent
From start to finish, we make the portfolio transition process clear and cost effective for both you and your clients, helping you build custom bond ladders with confidence and ease.
Once the transition is complete, Parametric provides ongoing ladder management, including rigorous credit oversight. You’ll have open access to our portfolio managers, who are available to conduct conference calls to answer questions, review performance, and discuss current opportunities.
1 Ratings are based on Moody’s, S&P®, or Fitch, as applicable. Credit ratings are based largely on the ratings agency’s investment analysis at the time of rating, and the rating assigned to any particular security is not necessarily a reflection of the issuer’s current financial condition. The rating assigned to a security by a ratings agency does not necessarily reflect its assessment of the volatility of a security’s market value or of the liquidity of an investment in the security. If securities are rated differently by the ratings agencies, the higher rating is applied. Ratings of BBB or higher by S&P® or Fitch (Baa or higher by Moody’s) are considered to be investment-grade quality.
2 State specific, state preference, and best efforts available in A- or above only. Information as of 12/31/2018.