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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.

Joined August 2017
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  • Followers 316
1,403 Photos and videos
March’s muni sell-off pushed yields to 3.5%–4.5%, boosting taxable-equivalent income potential and creating an attractive entry point for municipal investors. Read more about factors currently impacting this asset class here. mgstn.ly/4cerL1U
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The Qualified Opportunity Zone program that has quietly shaped capital gains planning for nearly a decade is now entering a materially different phase. Read the outlook to get a better understanding of the tax implications: mgstn.ly/3PhaxJA
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Emily Gray, CFA speaks with Nate DiCamillo of Fundfire at the Money Management Institute Conference about the growing demand for tax-managed long-short strategies and the types of clients that may benefit from those niche offerings. Watch here: mgstn.ly/408GYMf
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Corporate pension plans are on far stronger footing than many realize. In our Liability‑Driven Investing Outlook, we reveal high funding levels not seen since before the Tech Bubble: mgstn.ly/4tw0Fvg
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Today’s market environment is marked by persistent inflation, evolving U.S. monetary policy, and global uncertainty. Discover the trends guiding investors through this complex landscape: mgstn.ly/4sZdPQP
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Another strong year for U.S. equities in 2025 reminds us that tax loss harvesting has the potential to contribute substantial value to direct indexing portfolios—even during bull markets. Learn more from Jeremy Milleson: mgstn.ly/49SDVxs
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As the year winds down, investors tend to focus on year-end charitable giving and tax planning. In our latest blog, we evaluate ways to maximize donations while considering the tax implications: mgstn.ly/4r04nfg
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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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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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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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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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Learn how fundamental credit research may help to avoid corporate bond downgrades and defaults: mgstn.ly/4kNmWPV
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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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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

Investing Smarter with Direct Indexing | Morgan Stanley

Amid volatile markets, investors might consider direct indexing, which offers portfolio customization and tax-efficient strategies.

morganstanley.com
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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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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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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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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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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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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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