Build ongoing tax management into flexible, personalized active portfolios.
Tax management has been at the heart of Parametric’s passively managed Custom Core® solutions since 1992—but it doesn’t stop there. You can use our new Custom Active solutions to apply a tax-management overlay to your active allocation. Our rules-based approach aims to identify the best opportunities for tax-loss harvesting, providing you with powerful tax-management capabilities throughout the year.
As a pioneer in tax-managed investing, Parametric has spent the past three decades refining its algorithm, processes and technology and continues to do so today. We have considerable experience in executing thousands of strategy transitions and managing complex portfolios through multiple market cycles and high-volatility events.
How it works
Strategy selection
These strategies combine our tax-management overlay with industry-leading actively managed portfolios.
Customization
We offer a wide range of customizations, including in-kind portfolio funding and responsible investing guidelines.
Active tax management
Once you’ve designed and customized your portfolio, our proprietary optimization process continuously manages for risk- and tax-management opportunities.
Parametric Custom Active Account Management
Tax management has been at the heart of our solutions since 1992, but we don’t stop there. Learn how our rules-based approach to tax optimization helps manage market volatility.
Choose from a selection of actively managed strategies as the foundation for your Custom Active portfolio.
Our partners
How does tax-loss harvesting work?
Why choose Parametric?
Intended benefits of Custom Active
Tax efficiency
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Aim to reduce the tax impact of turnover and manager rebalancing while diversifying your portfolio and unwinding concentrated positions over time.
Collaborative customization
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Use a portfolio construction process that embeds tax status, anticipated cash flows and investor-selected security restrictions.
Long-term vision
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Use active tax management to defer gains into the future, helping you execute your estate and legacy plans.
Reporting
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Get data for portfolios of any size or complexity, which gives you a clear view of the value of tax management.
Explore more custom SMA solutions
Get in touch
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