PORTFOLIO LAB- Create "Best Fit" beta exposures
- Build portfolios from existing holdings
- Boost after-tax returns
- Integrate with larger financial planning strategies
- Consultative portfolio design helps target the right exposures
- Over time, dynamically adapt portfolios to meet clients’ changing needs
- Technology-driven process is designed to consistently deliver enhanced tax efficiency
- Portfolios that match investors’ tax, risk, social, and factor objectives
- Complete investment transparency and control
- Continuous tax management that seeks to lower taxes now—and over time
Custom Core seeks to combine the consistent performance and diversification of index-based ETFs and mutual funds with the benefits of a customized SMA
Continue the Custom Core Journey
Why Custom Core
Elevate wealth management discussions with truly personalized investment portfolios
Why Parametric
Partner with an industry leader to leverage Custom Core and solve for unique investment needs
Access Tools to Enhance Meetings
Run Transition Analysis To Set Clear Expectations
Share Quarterly Reporting And Data To Allow For Transparency
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Find out how Parametric aligns portfolios with client values
- See how tracking error management can help deliver consistent performance & tax alpha
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Learn how Parametric approaches tax management
Parametric does not offer tax advice. Please consult with your tax professional regarding your specific circumstances.
What We Deliver
Tax affects performance, so we pay close attention
1%-2%
Our solutions seek 1% to 2%
in annual after-tax excess returns
25 years
of tax-management
experience
- Explore how market conditions impact tax management
- Learn how Parametric calculates after-tax returns
- Discover how advisors put Custom Core to work
Investing entails risks, and there can be no assurance that Parametric will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal.
These advisor tools can be accessed by the general public but are intended to be used by investment professionals and financial advisors only. Understanding these tools requires a level of investments knowledge and experience. The information on this website is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person without the assistance of their financial advisor. These tools do not provide, and may not be relied upon, for investment, accounting, legal, or tax advice. They are designed for informational and educational purposes only.
Benchmark Builder
Assess the characteristics and performance of a customized benchmark against a comparison index
ESG Screen Analyzer
Explore the potential impact of eliminating sectors, industries and ESG screens from a benchmark
Transition Analysis Explorer
Evaluate multiple risk and tax impact scenarios before funding portfolios with securities
Simulation Tools
Tax Alpha Simulator
Compare how the loss harvesting experience of a portfolio is impacted by market conditions
Custody Fee Calculator
Compare the differences between asset-based pricing and transaction-based pricing for your portfolio
Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. This information is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts and simulations contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.
Featured
RESPONSIBLE INVESTING
Guide to Parametric Responsible Investing Strategies
Parametric has been offering client-driven, index-based portfolios that incorporate ESG criteria for more than fifteen years now. Our robust and continually evolving menu of ESG screens and licensed indexes gives investors a wide range of portfolio design choices. We have designed a series of risk-controlled, index-like exposures that can be used as a core equity portfolio allocation while aligning with common responsible investing themes.
FACTOR INVESTING
Tax Management of Factor-Based Portfolios
The risk-adjusted returns of factor strategies can look quite attractive. However, the turnover associated with them can significantly reduce their after-tax excess returns. In this research brief, we share the results of our after-tax study of these strategies. From an after-tax perspective we find that taxes can erode much of this return, but a systematic tax management process can help to mitigate tax drag.
TAX MANAGEMENT
Tax-Managed SMAs Better Than ETFs
Exchange traded funds, or ETFs, are popular vehicles for investors seeking passive, index-based market exposures. Despite their popularity, there are structural issues which make them less than ideal for many high-net-worth investors. A tax-managed, separately managed account can be designed to deliver the same diversified index-like exposure while offering increased after-tax returns.