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
Fine-Tuning Risk Management for Highly Volatile Stocks
by Jeremy Milleson, Director, Investment Strategy; Jeff Wagner, Senior Investment Strategist
April 3, 2024
How can investors manage risk in a volatile market driven by mega-cap stocks? Read why we think tax management needs to consider single-stock risk.
Seeking to Achieve Optimal After-Tax Yields with Bond Ladders
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management
March 27, 2024
Many investors look for ways to maximize after-tax benefits in their portfolios. In our view, systematically combining municipal, corporate, and Treasury securities, while engaging in opportunistic tax-loss harvesting (TLH) inside a SMA ladder structure, has the potential to enhance after-tax returns compared with a traditional single asset bond portfolio.