Portfolio Lab
Next-level tools and client-ready reporting
Giving you deep insights into your clients’ portfolios is something we take seriously. That’s why we’ve built robust reporting and tools* with easy-to-use interfaces atop secure platforms.
Portfolio Lab
Transition Analysis Explorer
Benchmark Builder
ESG Screen Analyzer
Tax Alpha Simulator
Portfolio Lab
Combine and assess benchmark blends, ESG screens and transitions.
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.
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.
*SMA Center tools are intended for use by investment professionals and financial advisors only. 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.
Featured
APPROACH TO ACTIVE TAX MANAGEMENT
Parametric Approach to Tax Management
Parametric’s tax-managed Custom Core® accounts are designed for investors who want flexible, tax-efficient equity index exposure. Additionally, they can provide a focused potential source of tax-loss harvesting that can be used to offset realized capital gains elsewhere in their portfolio. This brief is intended to help investors understand how Parametric’s tax management works and the conditions under which it can produce improvements in after-tax performance across a diverse set of investor objectives.
AFTER-TAX RETURNS METHODOLOGY FOR COMPUTING
Paramteric After-Tax Returns Methodology for Computing
Parametric reports both pre- and after-tax returns for our portfolios and their benchmarks. This document describes our performance-reporting methodology, which is consistent with the prevailing industry methodology for after-tax performance calculations.