Investment Tools
Parametric offers robust reporting and tools built with easy-to use interfaces atop secure platforms. Our tools show you how to customize portfolios to each investor.
Investment calculators
These calculation tools can give your clients a detailed view of potential performance under changing market conditions.
Laddered Interest Rate Scenario Tool
Discover the impact of changing interest rates on laddered municipal and corporate bond portfolios.
Tax-Equivalent Yield Calculator
Not all municipal bonds are taxed equal. Some are exempt from state and local taxes. Others may face taxes in specific jurisdictions. And even when investors save money by choosing tax-exempt bonds, they may face lower yields. Our yield calculator shows investors exactly what they may pay for in-state municipal bonds, one way or another.
Find out how to choose the most cost-efficient munis for your clients.
Investment Tax Calculator
Smart investing means understanding how portfolios get taxed. Income level, jurisdiction and filing status all make a difference—and so do earnings types. Put them all together, and an investor’s total tax rate may not be as simple as just one number. Our tax calculator shows your clients the highest and lowest tax rates they may pay for long- and short-term returns, dividends, and withdrawals.
Find out how to show your clients their portfolio’s full tax picture.
Concentrated Stock Position Calculator
Concentrations can happen for a wide range of reasons: employer equity, merger and acquisition activity, even simple outperformance. But there’s a reason that most advisors recommend holding no more than 10% of a portfolio’s value in any single stock. Our concentration calculator shows your clients how they can sell off their largest holdings without racking up too big a tax bill.
Find out how to unwind investors’ concentrated positions with care.
Charitable Giving Calculator
Investors who donate to qualified charities can see some generous tax benefits: deductions, credits and non-recognition of gains. Donating appreciated securities can mean bigger rewards for both givers and receivers. Our donation tax calculator helps you compare cash contributions with security contributions and estimate additional tax savings.
Find out how to choose the best way for investors to give.
These tools are for use by investment professionals and financial advisors only. They are not intended for use by the general public. These tools are designed for informational and educational purposes only. They are not intended to provide and should not be relied upon for investment, accounting, legal, or tax advice.
Advanced tools
Registered users of Parametric’s separately managed account (SMA) portal can access additional next-level tools and value-driven reporting.
Portfolio Lab
Combine and assess benchmark blends, responsible investing screens, and portfolio transitions.
Tax Alpha Simulator
Compare potential pretax and after-tax returns when actively harvesting losses and deferring gains.
Benchmark Builder
Compare the potential of a customized index blend against a standard benchmark.
Transition Analysis Explorer
Evaluate the possible impact of taxes at a portfolio’s inception.
Custody Fee Calculator
Compare the differences between asset-based pricing and transaction-based pricing.
Tax Change Calculator
Explore the possible savings from accelerating long-term capital gains.
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These tools are for use by investment professionals and financial advisors only. They are not intended for use by the general public. These tools are designed for informational and educational purposes only. They are not intended to provide and should not be relied upon for investment, accounting, legal, or tax advice.