Header image banner
Custom Separately Managed Accounts

Parametric’s Custom Separately Managed Account (SMA) strategies are designed to help investors take charge of their financial futures.

SMA Header Icon



Parametric’s SMA platform allows clients to build multiasset portfolios customized to their unique investing goals and apply active tax management to maximize after-tax results. 


The result? Investors gain greater choice, control, and confidence.

Explore more custom SMA solutions

EQUITY >>
TAX MANAGEMENT >>
RESPONSIBLE INVESTING >>
FACTORS >>
TRANSITION ANALYSIS >>

Why choose Parametric?

total firm AUM icon


$160B+

Total customized
SMA portfolio AUM



SMA accounts icon


50k+

SMAs under
management



Years Experience Icon


25+

Years of tax management
experience



As of 12/31/2022

How it works

  • Choose a base
  • Customize the portfolio
  • Continuous management
Choose from a range of strategies across active, market exposure (passive), and systematic approaches.

Active

These strategies seek to deliver long-term outperformance compared with market benchmarks.

  • Parametric Managed Fixed Income
  • Eaton Vance Equity
  • Atlanta Capital Equity
  • Calvert Equity
Market exposure

With more than 100 licensed benchmarks available, investors can create portfolios with custom geographic exposures, investment styles, or income streams.

  • Parametric Custom Core Equity
  • Tax Harvest Core

Systematic

These strategies take a rules-based, risk-controlled approach.

  • Parametric systematic strategies (Enhanced Income, Developed Non-US Equity, and more)
  • Calvert Leaders
  • Parametric Multi-Factor
  • Parametric Laddered Fixed Income
Select from a wide range of customization options to help investors align their portfolios with their principles.

Exposure options 

  • Market exposure blending
  • Management of in-kind assets
  • Client-directed restrictions

Tax management 

  • Systematic tax management
  • Transition analysis
  • Client-directed gain/risk budgets

Responsible investing 

  • Single-topic and thematic screens
  • ESG integration
  • Active ownership
Parametric’s custom SMA portfolios meet investor needs through ongoing account management, including active tax management, trading and execution (including rebalancing and cash flow), and on-demand client-centered reporting for all portfolios.
Choose a base
Choose from a range of strategies across active, market exposure (passive), and systematic approaches.

Active

These strategies seek to deliver long-term outperformance compared with market benchmarks.

  • Parametric Managed Fixed Income
  • Eaton Vance Equity
  • Atlanta Capital Equity
  • Calvert Equity
Market exposure

With more than 100 licensed benchmarks available, investors can create portfolios with custom geographic exposures, investment styles, or income streams.

  • Parametric Custom Core Equity
  • Tax Harvest Core

Systematic

These strategies take a rules-based, risk-controlled approach.

  • Parametric systematic strategies (Enhanced Income, Developed Non-US Equity, and more)
  • Calvert Leaders
  • Parametric Multi-Factor
  • Parametric Laddered Fixed Income
Customize the portfolio
Select from a wide range of customization options to help investors align their portfolios with their principles.

Exposure options 

  • Market exposure blending
  • Management of in-kind assets
  • Client-directed restrictions

Tax management 

  • Systematic tax management
  • Transition analysis
  • Client-directed gain/risk budgets

Responsible investing 

  • Single-topic and thematic screens
  • ESG integration
  • Active ownership
Continuous management
Parametric’s custom SMA portfolios meet investor needs through ongoing account management, including active tax management, trading and execution (including rebalancing and cash flow), and on-demand client-centered reporting for all portfolios.

Intended benefits of SMAs

Diversification icon

Diversification

Learn more >>

We develop investor-tailored solutions across multiple styles and asset classes, managed by a group of highly specialized investment managers.

Lower minimums icon

Lower minimums

Learn more >>

We manage costs through lower minimums than other customizable SMA options, providing solutions to a broader range of investors.

Improved after-tax returns icon

Improved after-tax returns

Learn more >>

Third-party research has shown that tax management can add 1%–2% in after-tax excess returns.*

Added Value icon

Added value

Learn more >>

We offer responsible investing screens, transition management, and consolidated on-demand reporting to accommodate a variety of investor requirements.

* Shomesh E. Chaudhuri, Terence C. Burnham, and Andrew W. Lo. 2020. “An Empirical Evaluation of Tax-Loss-Harvesting Alpha.” Financial Analysts Journal 76:3, 99–108. This study did not involve Parametric or its clients. There is no guarantee that a tax-management strategy will result in increased after-tax returns. Results will differ based on an individual investor’s circumstances. 

Get in touch

Want to know more about our Custom Separately Managed Accounts solutions? Complete our contact form, and a representative will respond shortly.

More to explore