1% - 2%
Our solutions seek 1% to 2% in annual
after-tax excess returns
of tax-management experience
There is not assurance that investment objectives will be achieved. All investments are subject to risk of loss.
More market exposure, less tax exposure
Investors seeking broader exposure via passive investments often run into a dilemma when transitioning assets to a custom direct indexing portfolio: How to do it without incurring a significant tax hit from the sale of appreciated securities in the original portfolio?
Parametric offers advisors an easy-to-understand transition analysis you can use with your clients. Each scenario details the trade-offs between tracking error and tax from realized gains so you can have a meaningful discussion with your client about how to best navigate any potential transition.
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