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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:

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


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SMA strategies customized to client needs

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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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Fundamental active managers

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A pioneer in customization

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Specialists in high-quality investing

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Recognized leader in responsible investing

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As of 9/30/2020

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.

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

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

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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

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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
  • Systematic tax management
  • Transition analysis
  • Client-directed gain/risk budgets
Responsible investing
  • Single-topic and thematic screens
  • ESG integration
  • Active ownership

Expertise by the numbers

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in customized SMA 
portfolio AUM

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25+ years

of tax-management experience

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SMA accounts

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SMA strategies

As of 9/30/2020

The Parametric difference

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The Parametric difference

Discover how we can help you reach your goals