Bloomberg Surveillance · Wednesday, August 5, 2026
Parametric differentiates itself in the municipal bond market by managing a large number of separately managed accounts, each customized to client parameters. They also overlay tax-loss harvesting strategies onto the inherent tax efficiency of municipal bonds to create additional tax efficiency for clients.
“So two things we manage separately, severally manage accounts. So what that means is each of our accounts are customized, We manage roughly ninety thousand different accounts.”
“Number two muni's are already inherently tax efficient. We are overlaying this with a component of taxos harvesting. So Parametric manages over seven hundred and fifty billion across equities and fix income. Taxos harvesting is another element of tax efficiency that we can create for our clients at Parametric.”