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Submission: On October 13 via api from US — Scanned from DE
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CUSTOM PORTFOLIO SOLUTIONS FOR WEALTH MANAGERS AND INSTITUTIONS
Across asset classes, Parametric offers investors the precise market exposures
they seek—all while helping to manage risk, reduce tax, and elevate outcomes.
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As of 6/30/2023
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TAX-LOSS HARVESTING
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Brochure
BOOST BOND POTENTIAL WITH ACTIVE TAX MANAGEMENT
September 15, 2023
Taxes may be a larger drag on your clients’ fixed income holdings than trading
costs. See how the proceeds from maturing bonds can help you reduce the drag.
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Tax management, Fixed income, Wealth manager
Bond market insight
CORPORATE BOND MARKET INSIGHT
September 13, 2023
Each month we recap the corporate bond market’s performance, delving into the
numbers and offering forward-looking commentary. Click below for the latest
edition.
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Fixed income, Direct indexing, Tax management, Wealth manager, +1
Bond market insight
MUNICIPAL BOND MARKET INSIGHT
September 13, 2023
Each month we recap the muni bond market’s performance, delving into the numbers
and offering forward-looking commentary. Click below for the latest edition.
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Fixed income, Direct indexing, Tax management, Wealth manager, +1
See all insights and research
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