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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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Choice

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

 

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Control

SMA strategies customized to client needs

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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.

EVM Logo


$192.2B

AUM

Fundamental active managers

>> Learn more


$313.5B

AUM

A pioneer in customization

>> Learn more

Atlanta Capital Logo


$25.2B

AUM

Specialists in high-quality investing

>> Learn more

Calvert Logo


$25.9B

AUM

Recognized leader in responsible investing

>> Learn more

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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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

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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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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
  • 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

AUM icon

$200B+

in customized SMA 
portfolio AUM

Experience icon

25+ years

of tax-management experience

Accounts icon

30,000+

SMA accounts

SMA icon

150+

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

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