Tax Management
Active tax management helps advisors set themselves apart
and provide added value to their clients.
Most investment managers are active in their portfolio construction and stock selection but passive on taxes. Parametric takes the opposite approach: We focus on outperforming on an after-tax basis by using active tax-management techniques. As any investor knows, it’s not what you make but what you keep.
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Tax expertise
No matter how you build your portfolio, you can make the most out of it with Parametric’s tax-management expertise as your guide.
Whether you want to sell off your concentrated equity position or reinvest your laddered bonds at higher yields as rates rise, we can help you steer clear of big tax pitfalls and achieve bigger after-tax returns.
Staying active on taxes
We take a systematic and risk-controlled approach, using multiple strategies throughout the portfolio
process to ensure we can capitalize on tax-saving opportunities.
INVESTOR SPOTLIGHT
Custom Core Equity
Show your clients how they can make passive investing personal. Build a portfolio according to their values, preferences, and needs with Parametric Custom Core.
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More to explore
Seeking to Achieve Optimal After-Tax Yields with Bond Ladders
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management
March 27, 2024
Many investors look for ways to maximize after-tax benefits in their portfolios. In our view, systematically combining municipal, corporate, and Treasury securities, while engaging in opportunistic tax-loss harvesting (TLH) inside a SMA ladder structure, has the potential to enhance after-tax returns compared with a traditional single asset bond portfolio.
Preparing Now for Mutual Fund Distributions in 2024
by Izabella Goldenberg, Senior Investment Strategist; Jeremy Milleson, Director, Investment Strategy
March 11, 2024
Plan distributions now to reduce tax liabilities for the rest of 2024.
Tax Optimized Ladders: Elevating Taxes as a Crucial Element of Customization in Fixed Income Portfolios
by Nisha Patel, Managing Director
February 20, 2024
Tax optimized ladders can help fixed income investors focus on what they earn and what they keep. Learn how.