Tax Management
Active tax management helps advisors set themselves apart
and provide added value to their clients.
Most investment managers are active in their portfolio construction and stock selection but passive on taxes. Parametric takes the opposite approach: We focus on outperforming on an after-tax basis by using active tax-management techniques. As any investor knows, it’s not what you make but what you keep.
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Tax expertise
No matter how you build your portfolio, you can make the most out of it with Parametric’s tax-management expertise as your guide.
Whether you want to sell off your concentrated equity position or reinvest your laddered bonds at higher yields as rates rise, we can help you steer clear of big tax pitfalls and achieve bigger after-tax returns.

Staying active on taxes
We take a systematic and risk-controlled approach, using multiple strategies throughout the portfolio
process to ensure we can capitalize on tax-saving opportunities.
INVESTOR SPOTLIGHT
Custom Core Equity
Show your clients how they can make passive investing personal. Build a portfolio according to their values, preferences, and needs with Parametric Custom Core.
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More to explore
Midyear Tax Outlook: Clarity on the Tax Code Highlights the Benefits of Active Tax Management

by Jeremy Milleson, Director, Investment Strategy
July 17, 2025
Here’s how active tax management could help investors impacted by the new tax law.
Midyear Outlook: Exceptional Uncertainty, Unexpected Market Resiliency

by Thomas Lee, Co-President and Chief Investment Officer
July 17, 2025
Welcome to the 2025 Midyear Outlooks from Parametric. Where does the time go?
Kevin Lynyak, portfolio manager for taxable strategies on Parametric’s fixed income team: The OpenYield Markets Podcast

by Kevin Lynyak, Managing Director
July 17, 2025
In this episode of The OpenYield Markets Podcast, host Mark Hebert sits down with Kevin Lynyak, a 20-year Morgan Stanley veteran as well as Managing Director and Portfolio Manager for taxable strategies on Parametric’s fixed income team.