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?
$160B+
Total customized
SMA portfolio AUM
50k+
SMAs under
management
25+
Years of tax management
experience
As of 12/31/2022
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.
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