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Nisha Patel, Fixed Income Portfolio Manager at Parametric, discusses the growing demand for customized fixed-income portfolios, highlighting how separately managed accounts can help investors achieve greater tax efficiency, personalization, and diversification in today's evolving rate environment.
“Customization, tax efficiency are the two main pillars for separately managed accounts, which is why it's roughly a $4 trillion market separately managed accounts, with a 10% expected growth year over year.”
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