Laddered Fixed Income
For institutional investors
Our laddered strategies provide a systematic and customizable approach for income-oriented investors.
Fixed income investigated. Our weekly updates will keep you on top of rates, inflation, and much more.
Parametric’s Laddered Fixed Income strategies give investors the opportunity to adjust to rising interest rates and improve yields. These strategies aim to deliver predictable income and preserve investor capital.
Intended benefits of laddered bond portfolios
Predictable exposure
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Once designed, a portfolio structure will be maintained to balance reinvestment and price risk.
Execution
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Our size and scale allow us to buy and sell bonds at attractive prices with a focus on high efficiency and cost-effective trades.
Risk management
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We seek to minimize downside risk with fundamental credit analysis from our credit research teams.
To build a laddered portfolio of corporates or municipals, we equally weight investment-grade bonds by maturities along a defined segment of the yield curve. As bonds mature, their proceeds are reinvested into longer maturities, which typically have higher yields. Through continuous reinvestment in longer-dated bonds, the overall portfolio benefits from higher income during periods of rising rates.
ADVISOR TOOL
Laddered Interest Rate Scenario Tool
Discover the impact of changing interest rates on laddered municipal and corporate bond portfolios.
Explore more fixed income solutions
Why choose Parametric?
Resources
What Is Impact Investing?
by Gwen Le Berre, Director, Responsible Investing; Lauren Kashmanian, Director, Portfolio Management and Responsible Investing
April 22, 2024
Impact investing may be the key to generating measurable social or environmental benefits while also fueling healthy financial return.
2024 Institutional Outlook: Working with Investors to Help Enhance Portfolio Value
by Chris Uhas, Managing Director, Head of Institutional Distribution
January 29, 2024
What matters most to institutional investors in 2024? Here’s what we think.
2024 Fixed Income Outlook: A Happy New Year for Bonds
by Evan Rourke, Director, Portfolio Management; Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
December 18, 2023
Delayed market trends have investors wondering what will happen in 2024. Read why we think bond investors could have a happy new year.