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.
![Tax Calculator Tablet Mockup](/-/media/images/new-solutions/wealth-managers/custom-separately-managed-account/custom-core/tax-management/tax-calculator-mockup.png?h=266&w=275&hash=41CBD6154518595627BFCF7443C95D1A)
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: Assessing the Tax Plans of US Presidential Candidates
![Jeremy Milleson}](/-/media/images/people/jeremy-milleson_greybg_250x250.jpg)
![Alex Edelman}](/-/media/images/people/alex-edelman_greybg_400x400.jpg)
by Jeremy Milleson, Director, Investment Strategy; Alex Edelman, Senior Investment Strategist
July 25, 2024
With the 2024 campaign at the forefront of US consciousness, let’s assess the implications of tax policy proposals from both parties.
Four Ways to Manage Taxes as Loss-Harvesting Opportunities Fade
![Jeremy Milleson}](/-/media/images/people/jeremy-milleson_greybg_250x250.jpg)
by Jeremy Milleson, Director, Investment Strategy
July 22, 2024
Here are some important tax management techniques for investors with appreciating portfolios.
Four Potential Solutions to Concentrated Stock Positions
![Jeremy Milleson}](/-/media/images/people/jeremy-milleson_greybg_250x250.jpg)
by Jeremy Milleson, Director, Investment Strategy
July 8, 2024
Investors with concentrated stock positions have options to increase diversification and mitigate the tax burden.