Transition Analysis Explorer

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.

Register online or sign-in to your account to use the Transition Analysis Explorer or any of our other tools.

This tool is intended to be used for Custom Core™ portfolios that will be tax managed by Parametric. Custom Core™ consists of Tax-Managed and Indexed Strategies. Tax-Managed Custom Core™ and Centralized Portfolio Management strategies are offered by Parametric Custom Tax-Managed & Centralized Portfolio Management. Non Tax-Managed Custom Core™, Policy Implementation Overlay Services, Systematic Alpha, Systematic Income and Alternatives strategies are offered by Parametric Investment & Overlay Strategies.

Investment advisory services offered through Parametric Portfolio Associates^® LLC ("Parametric"), an investment adviser registered with the U.S. Securities and Exchange Commission. Parametric (National Registration Database No. 42850) is also registered as a Portfolio Manager with the securities regulatory authorities in certain provinces of Canada with regard to specific products and strategies. Parametric provides advisory services directly to institutional investors and indirectly to individual investors through financial intermediaries. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the Disclosure page for important information about investments and risks.

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