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Custom Separately Managed Accounts


Parametric’s Custom Separately Managed Account (SMA) strategies are designed to help investors take charge of their financial futures.

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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?

$204.4B+

Total customized SMA portfolio AUM

50k+

SMAs under management

30+

Years of tax management experience

As of 12/31/2023

How it works

Choose from a range of strategies across active, market exposure (passive), and systematic approaches.

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
  • Tax Harvest Core

Systematic

These strategies take a rules-based, risk-controlled approach.

  • Parametric systematic strategies (Enhanced Income, Developed Non-US Equity, and more)
  • Calvert Leaders
  • Parametric Multi-Factor
  • Parametric Laddered Fixed Income
Select from a wide range of customization options to help investors align their portfolios with their principles.

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
Parametric’s custom SMA portfolios meet investor needs through ongoing account management, including active tax management, trading and execution (including rebalancing and cash flow), and on-demand client-centered reporting for all portfolios.

Intended benefits of SMAs

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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.

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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.

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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.*

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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.

* Shomesh E. Chaudhuri, Terence C. Burnham, and Andrew W. Lo. 2020. “An Empirical Evaluation of Tax-Loss-Harvesting Alpha.” Financial Analysts Journal 76:3, 99–108. This study did not involve Parametric or its clients. There is no guarantee that a tax-management strategy will result in increased after-tax returns. Results will differ based on an individual investor’s circumstances. 

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

Blog post

Bond Ladders: Unlocking Direct Indexing Opportunities in Fixed Income

Jonathan Rocafort}
Issac Kuo}

Could bond ladders be considered the direct indexing of the fixed income space? We think so.

Read more
Tag icon
Direct indexing, Fixed income, Tax management, Responsible investing-SRI-ESG, Wealth manager, +2
Blog post Read more
Tag icon
Direct indexing, Tax management, Responsible investing-SRI-ESG, Fixed income, Wealth manager, +2