Investment Tools
Parametric offers robust reporting and tools for wealth managers, built with easy-to-use interfaces atop secure platforms. These tools allow you to build and evaluate portfolios customized to each investor’s unique situation.
Investment calculators
These calculation tools can give your clients a detailed view of potential performance under changing market conditions.
Laddered Interest Rate Scenario Tool
Discover the impact of changing interest rates on laddered municipal and corporate bond portfolios.
Tax-Equivalent Yield Calculator
Choose the best municipal bonds for your clients by comparing potential taxable and tax-exempt yields.
Investment Tax Calculator
Assess your clients’ investment tax rate based on income, location, and filing status.
Concentrated Stock Position Calculator
Help your clients manage and unwind their single-stock concentrations while lowering tax and transaction costs.
Charitable Giving Calculator
Show your clients how to make the most tax-efficient cash and security donations to the charities of their choice.
These tools are for use by investment professionals and financial advisors only. They are not intended for use by the general public. These tools are designed for informational and educational purposes only. They are not intended to provide and should not be relied upon for investment, accounting, legal, or tax advice.
Advanced tools
Registered users of Parametric’s separately managed account (SMA) platform can access additional next-level tools and value-driven reporting.
Portfolio Lab
Combine and assess benchmark blends, responsible investing screens, and portfolio transitions.
Tax Alpha Simulator
Compare potential pretax and after-tax returns when actively harvesting losses and deferring gains.
Benchmark Builder
Compare the potential of a customized index blend against a standard benchmark.
Transition Analysis Explorer
Evaluate the possible impact of taxes at a portfolio’s inception.
Custody Fee Calculator
Compare the differences between asset-based pricing and transaction-based pricing.
Tax Change Calculator
Explore the possible savings from accelerating long-term capital gains.
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These tools are for use by investment professionals and financial advisors only. They are not intended for use by the general public. These tools are designed for informational and educational purposes only. They are not intended to provide and should not be relied upon for investment, accounting, legal, or tax advice.
More to explore
By the Numbers: Calculating the Value of Tax Management
by Jennifer Sireklove, Managing Director, Investment Strategy
June 21, 2022
How can clients put after-tax performance in perspective? Discover how customized after-tax benchmarks and tax alpha work together to isolate the value of active tax management.
