BUILDING A FOUNDATION OF TRUST

Beginning with our first account in 1992, Parametric has pioneered tax-managed, index-based, separate accounts. Since then, we have maintained extensive focus on this topic and, as a result, have built a leadership position in this product area.

Clients and prospects find comfort in our product AUM, number of accounts, length of track record, and breadth of investment mandates (standard and custom assignments). During nearly 20 years, Parametric has witnessed almost every possible market condition: crashes, bull markets, bear markets, bubbles, recessions, expansions, and a variety of tax regimes. We've seen many different client situations, and responded with unique solutions. Our combination of experience, creativity, and focus is unique—and the foundation of our clients' trust.

Real life examples

• A family limited partnership diversifies and realizes significant tax savings: the client family was looking to diversify the patriarch's legacy holdings. Parametric transitioned a portfolio with appreciated securities into a TMC portfolio targeting the Russell 3000 Index, delivering tax savings vs. liquidation at the time of initial investment.



• Raising cash for a private equity investment with no net gain realization: even though the portfolio was, on average, in an unrealized gain position, Parametric helped a client raise a large percentage of the portfolio's value for a private-equity investment—with no net-gain realization while maintaining risk management to the target benchmark.



• Integrating with wealth transfer planning: TMC in a CRT: to reduce the tax impact of short-term capital gain distributions from a charitable remainder trust, Parametric worked with the advisor and other investment managers to manage the highly-taxed, short-term gains via loss harvesting while still seeking to provide market-tracking performance.



• A custom portfolio with a non-standard benchmark: Parametric worked with its advisor client—who had small-cap and value preferences—to design and build a custom core portfolio benchmarked to the Russell 3000 Index with two times the standard small-cap exposure and a significant value tilt.

These examples are not an indication of the experience of all Parametric clients. It should not be presumed that any strategies employed will be profitable or will equal the experience of the above examples.