Custom Separately Managed Accounts
Parametric’s Custom Separately Managed Account (SMA) strategies are designed to help investors take charge of their financial futures.
Parametric’s SMA portal 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.
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Why choose Parametric?
How it works
Intended benefits of SMAs

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

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

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

Added value
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We offer responsible investing screens, transition management, and consolidated on-demand reporting to accommodate a variety of investor requirements.
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
Pyrrhic Victory: Sacrificing Pretax Returns at the Altar of Realized Losses


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Like an army who wins a battle that inflicts a devastating toll on its own troops, pursuing losses without regard for risk would be a pyrrhic victory.
Harvesting Tax Losses in Volatile Equity Markets

by Jeremy Milleson, Director, Investment Strategy
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When nobody knows where the market is headed next, Parametric seeks to help investors weather the volatility storm.
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Direct indexing is designed to fit your clients’ allocations just the way they are. See how it works for core-satellite portfolios.