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
Four Potential Solutions to Concentrated Stock Positions

by Jeremy Milleson, Director, Investment Strategy
July 10, 2025
Investors with concentrated stock positions have options to increase diversification and mitigate the tax burden.
Nisha Patel on Bloomberg The Close: Market expectations for the second half of the year

by Nisha Patel, Managing Director
July 10, 2025
Nisha Patel, Fixed Income Portfolio Manager at Parametric, joins Bloomberg The Close, to discuss her views going into the second half of the year. She touches on her thoughts surrounding the impact of tariffs on the market. She also discusses investor positioning and how bonds can serve as valuable portfolio diversifiers.