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Managed Municipals

Parametric’s Managed Municipals strategies actively manage municipal bonds to turn inefficiency into opportunity.

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The municipal bond market is highly fragmented and can be inefficient. We rely on our advanced technology and large credit team to gain an edge for your high-net-worth clients.


We offer two professionally managed active solutions:

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TABS Managed Municipals

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This municipal portfolio adds value by taking advantage of long-term credit trends.

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TABS Total Return

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With the flexibility to cross over into US Treasuries and taxable municipals when tax-exempt municipals become overvalued, TABS Total Return goes where the opportunities are.

Each strategy buys undervalued bonds at wholesale prices and sells overvalued bonds in the retail market at marked-up prices. We adjust positioning along the yield curve to benefit from yield-curve forecasts.

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Intended benefits of fixed income

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Research

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Our bottom-up fundamental analysis captures mispriced bonds.

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Access

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Our size, scale, and state-of-the-art technology give us access to new issues in institutional block sizes to achieve better pricing.

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Opportunistic trading

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With more than 100 broker-dealer relationships, we can exploit yield-curve positions and supply imbalances.

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Tax-efficient transitions

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Advisors get an easy-to-understand transition analysis, showing clients how to move their fixed income allocation into their chosen strategy without incurring a big tax bill.

Why choose Parametric?

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$376B+

Total firm AUM

 



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$45.3B

Fixed income AUM

 



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24

Fixed income professionals

 



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10+

Years of average manager tenure



As of 6/30/2022

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INVESTOR SPOTLIGHT

Tax management solutions

Parametric takes a uniquely active approach to tax management by harvesting tax losses continually, selling the highest-basis lots, and generating excess losses to use elsewhere in your clients’ portfolio or at another time.

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Want to know more about our Managed Municipals solutions? Complete our contact form, and a representative will respond shortly.

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