Parametric’s Managed Municipals strategies actively manage municipal bonds to turn inefficiency into opportunity.
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:
TABS Managed Municipals
Learn more >>
This municipal portfolio adds value by taking advantage of long-term credit trends.
TABS Total Return
Learn more >>
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.
Explore more fixed income solutions
Intended benefits of fixed income
Research
Learn more >>
Our bottom-up fundamental analysis captures mispriced bonds.
Access
Learn more >>
Our size, scale, and state-of-the-art technology give us access to new issues in institutional block sizes to achieve better pricing.
Opportunistic trading
Learn more >>
With more than 100 broker-dealer relationships, we can exploit yield-curve positions and supply imbalances.
Tax-efficient transitions
Learn more >>
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?
$376B+
Total firm AUM
$45.3B
Fixed income AUM
24
Fixed income professionals
10+
Years of average manager tenure
As of 6/30/2022
Get in touch
Want to know more about our Managed Municipals solutions? Complete our contact form, and a representative will respond shortly.
More to explore
Municipal Bond Premiums: Separating Fact from Fiction
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions; Evan Rourke, Director, Portfolio Management
August 17, 2022
Are the myths surrounding mutual bonds preventing investors from taking advantage of their many benefits? Learn how to separate fact from fiction when it comes to municipal bond premiums.
Roll with the Punches of Rising Interest Rates
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions
August 12, 2022
Rising interest rates can cause performance drag. Adopting an equally weighted laddered bond portfolio structure may help investors roll with the punches without feeling the lasting effects.
More Is More: Combining Corporates and Munis in Laddered Bond Strategies
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management
July 21, 2022
Find out how a rules-based multisector strategy can help fixed income investors access the highest after-tax yields in all market environments.