Custom Separately Managed Accounts
Parametric’s Custom Separately Managed Account (SMA) strategies are designed to help investors take charge of their financial futures.
Parametric’s SMA platform allows clients to build multiasset portfolios customized to their unique investing goals and apply active tax management to maximize after-tax results.
The result? Investors gain greater choice, control, and confidence.
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Why choose Parametric?
How it works
Intended benefits of SMAs
Diversification
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We develop investor-tailored solutions across multiple styles and asset classes, managed by a group of highly specialized investment managers.
Lower minimums
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We manage costs through lower minimums than other customizable SMA options, providing solutions to a broader range of investors.
Improved after-tax returns
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Third-party research has shown that tax management can add 1%–2% in after-tax excess returns.*
Added value
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We offer responsible investing screens, transition management, and consolidated on-demand reporting to accommodate a variety of investor requirements.
Get in touch
Want to know more about our Custom Separately Managed Accounts solutions? Complete our contact form, and a representative will respond shortly.
More to explore
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Plan distributions now to reduce tax liabilities for the rest of 2024.
How to Talk About the Customization Benefits of Direct Indexing
by Natalie Miller, Director, Investment Strategy
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Best known for tax management, direct indexing can do so much more. Despite the potential benefits a customized portfolio can offer, many advisors find the topic difficult to discuss with their clients. Yet that important conversation can be surprisingly simple to initiate.
Bond Ladders: Unlocking Direct Indexing Opportunities in Fixed Income
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions; Issac Kuo, Managing Director, Portfolio Management and Head of Quantitative Research
January 16, 2024
Could bond ladders be considered the direct indexing of the fixed income space? We think so.