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Parametric Separately Managed Account Solutions

Help your clients take charge of their financial future

Parametric’s customized separately managed accounts (SMAs) allow you to build multiasset portfolios and apply active tax management while delivering on your clients’ unique investment goals.


This means you and your clients get:

Choice

An extensive range of investment strategies across asset classes and investment styles

Control

SMA strategies customized to client needs

Confidence

Robust technology, thought leadership, and human expertise

A broad range of capabilities in a single place

Parametric offers customized tax-managed SMAs from highly specialized investment advisors across fixed income and equities.

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$176.3B
AUM
Fundamental active managers


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$381.9B
AUM
A pioneer in customization


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$29.7B
AUM
Specialists in high-quality investing


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$32.8B
AUM
Recognized leader in responsible investing


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As of 12/31/2020

How it works

Design an investment portfolio in three simple steps:

Our strategies

Our range allows clients to select the asset classes and approaches that fit best with their investment objectives.

Active

These strategies seek to deliver
long-term outperformance compared
with market benchmarks.

  • Parametric Managed Fixed Income
  • Eaton Vance Equity
  • Atlanta Capital Equity
  • Calvert Equity

Market exposure

With more than 100 licensed benchmarks
available, investors can create portfolios
with custom geographic exposures,
investment styles, or income streams.

  • Parametric Custom Core Equity
  • Parametric Custom Core Fixed Income

Systematic

These strategies take a rules-based,
risk-controlled approach to investing, seeking
to outperform cap-weighted approaches over
the long term.

  • Parametric Systematic Income and Alpha
  • Calvert Leaders
  • Parametric Multi-Factor
  • Parametric Laddered Fixed Income

Customize the portfolio

Parametric offers many customization options to help investors manage risk in their portfolios. Examples include:



Exposure options



  • Market exposure blending
  • Management of in-kind assets
  • Client-directed restrictions


Tax management



  • Single-topic and thematic screens
  • ESG integration
  • Active ownership


Responsible investing



  • Systematic tax management
  • Transition analysis
  • Client-directed gain/risk budgets

Expertise by the numbers

$200B+

in customized SMA 
portfolio AUM

25+ years

of tax-management experience

30,000+

SMA accounts

150+

SMA strategies

As of 12/31/2020

The Parametric difference

Discover how we can help you reach your goals

Latest insights and research