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.
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.
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:
- Market exposure blending
- Management of in-kind assets
- Client-directed restrictions
- Systematic tax management
- Transition analysis
- Client-directed gain/risk budgets
- Single-topic and thematic screens
- ESG integration
- Active ownership
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 9/30/2020
The Parametric difference
Latest insights and research