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
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.