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.
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.
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.
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
As of 12/31/2020
The Parametric difference
Discover how we can help you reach your goals
Latest insights and research
Roll with the Punches of Rising Interest Rates
by Thomas Luster, Managing Director, Taxable SMA Strategies; Jim Evans, Chief Investment Officer, Fixed Income ; +1
June 11, 2021
Rising interest rates can cause performance drag. Adopting an equally weighted laddered bond portfolio structure may help investors roll with the punches without feeling the lasting effects.
