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Parametric SMA Platform (SMAP)

Discover cutting-edge reporting and tools to help you demonstrate your added value and stay nimble. SMAP makes it easy for you to illustrate portfolio ideas and share after-tax performance with your clients.

Coming soon to SMAP

Restriction changes
View and manage the security, sector, and ESG restrictions on your clients’ Custom Core® SMAs.

Updated reporting
Dive deeper into your clients’ Systematic Alpha and Income portfolios.


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Laddered Interest Rate Scenario Tool

Capture the performance of your laddered municipal or corporate bond portfolio in changing rate environments.

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