Parametric @ParametricLLC

A leader in custom portfolios for more than 30 years, Parametric partners with advisors and institutions to focus on what’s important to them and their clients. parametricportfolio.com Joined August 2017

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Parametric @ParametricLLC

4 weeks ago

Did Congress miss a once-in-a-decade opportunity to alter our fiscal trajectory? Learn more about the One Big Beautiful Bill Act and potential impacts in our latest blog post: mgstn.ly/3Uthy9v

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Parametric @ParametricLLC

a month ago

Curious about market expectations for the rest of the year? See what our strategists have to say about equities, fixed income, the tax code and more in our Midyear Outlooks: mgstn.ly/4fcNXKP

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Parametric @ParametricLLC

2 months ago

Explore the possible impacts that the One Big, Beautiful Bill Act may have on investors and how tax management can potentially help, in our Midyear Tax Outlook: mgstn.ly/40AqgGu

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Parametric @ParametricLLC

2 months ago

Unpack investor concerns about rising taxes and strategies individuals might consider to manage their tax liabilities, such as tax-loss harvesting and investing in municipal bonds. Hear Kevin Lynyak on The @openyld Markets Podcast with host Mark Hebert: mgstn.ly/4lFxXDx

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Parametric @ParametricLLC

3 months ago

Learn how fundamental credit research may help to avoid corporate bond downgrades and defaults: mgstn.ly/4kNmWPV

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Parametric @ParametricLLC

3 months ago

See how an “all weather” approach to fixed income tax loss harvesting may help add value in any market climate: mgstn.ly/4jy6stV

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Parametric @ParametricLLC

3 months ago

Why is investor demand for direct indexing growing? Our Co-Presidents, Ranjit Kapila and Thomas Lee, talk to why investors might consider this investment strategy, especially in volatile and fast-evolving markets. Learn more: mgstn.ly/43Pr108

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Parametric @ParametricLLC

4 months ago

The payroll situation is the highlight of the week, but there’s weakening consumer confidence. Read our #FixedIncome update: mgstn.ly/452IZxb

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Parametric @ParametricLLC

4 months ago

We think now could be a good time to step out of cash, add some duration, and lock in yields near a decade-long high. Learn more: mgstn.ly/3Z6DnOH

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Parametric @ParametricLLC

4 months ago

Changes in interest rates can create challenges and opportunities for fixed-income investors. See how different scenarios could affect your strategy with the Laddered Investing interest rate scenario calculator. mgstn.ly/3Yw85k8

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Parametric @ParametricLLC

4 months ago

Recent tariff announcements have sparked concern for investors. Read why we believe municipal bonds could offer opportunity in this time of volatility: mgstn.ly/3SoDIIM

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Parametric @ParametricLLC

9 months ago

You can’t erase your clients’ tax bills altogether—but with active year-round #TaxManagement, you may find ways to reduce them. See how: mgstn.ly/3P0P5VS

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Parametric @ParametricLLC

9 months ago

What does it mean to “manage” taxes? We explain the basics of #TaxLossHarvesting and other sources of potential tax savings: mgstn.ly/49IXfvu

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Parametric @ParametricLLC

9 months ago

Tax-loss harvesting isn’t for everyone, so what type of investor is it for? mgstn.ly/3D7A7dO

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Parametric @ParametricLLC

9 months ago

From taxes to values-based investing, learn how #DirectIndexing might help build personalized portfolios: mgstn.ly/41gs3Si

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Parametric @ParametricLLC

9 months ago

What year did Parametric start its first #DirectIndexing portfolio? mgstn.ly/4foZKoQ

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Parametric @ParametricLLC

10 months ago

Ensure you have a bountiful harvest this fall. Turn losses into potential gains with tax loss harvesting. mgstn.ly/4foF14x

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Parametric @ParametricLLC

11 months ago

Tomorrow! Join Kevin Lynyak, Managing Director and Fixed Income Portfolio Manager, as he discusses key tax implications of the upcoming election and strategies to position portfolios for duration. Register now: mgstn.ly/3BMbEKr

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Parametric @ParametricLLC

12 months ago

Investors wait for word from the Fed on the overnight rate. Read more #FixedIncome updates: mgstn.ly/4d4fNGA

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Parametric @ParametricLLC

12 months ago

Regardless of who you vote for in November, it’s important to remember financial markets have largely been unfazed by presidential elections. Read why we think sticking to a long-term investment plan may be better: mgstn.ly/4d8ibw1