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Whitepaper

Tax Alpha or the Science of Tax Management

March 7, 2019
Parametric’s tax-managed Custom Core® accounts are designed for investors who want flexible, tax-efficient equity exposure. Additionally, they can provide a focused potential source of loss harvesting that can be used to offset realized capital gains generated elsewhere in their portfolio.

This brief is intended to help investors understand how Parametric’s tax management works and the conditions under which it can produce improvements in after-tax performance across a diverse set of investor objectives.

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Jennifer Sireklove photo

Jennifer Sireklove, CFA

Managing Director, Investment Strategy

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