Custom Separately Managed Accounts

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

Parametric’s SMA portal 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?

$272.6B+

Total customized SMA portfolio AUM

50k+

SMAs under management

30+

Years of tax management experience

As of 12/31/2024

How it works

Choose a base
Customize the portfolio
Continuous management

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.

Choose a base

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

Customize the portfolio

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

Continuous management

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.

* 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.

Whether you fund your account with cash, existing securities, or a combination of the two, Parametric makes transitions easy, allowing you to choose how closely you want to track your selected benchmark balanced against any taxes you’ll owe.

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