Evaluate trade-offs before transitioning your client’s portfolio
Parametric’s Transition Analysis Explorer helps you illustrate the balancing act between tracking error and the deferral of gains to your investors.
Unlike ETFs and Mutual Funds, which force investors to liquidate their existing holdings, our solutions allow you to tailor the transition around your client’s unique situation. Now you can explore and highlight multiple risk and tax scenarios to your client and assess the best transition approach.
