Separately Managed Account Offerings

Asset Allocation


Alternative

  • Parametric Enhanced Income Core
  • Parametric Enhanced Income Core Tax-Advantaged
  • Parametric DeltaShift: A professionally managed covered call writing program that seeks to enhance total return and generate incremental income for investors with concentrated stock positions.
  • Parametric Portfolio DeltaShift: Call writing program implemented by selling call options on an index that correlates to the expected returns of a client’s diversified equity portfolio.
  • Parametric OARS (Options Absolute Return Strategy): An equity index option overlay strategy employing an absolute return investment approach.
  • Parametric Dynamic Hedged Equity: Hedging program implemented by buying put options and selling call options on an index that correlates to the expected returns of a client’s diversified equity portfolio.
  • Risk-Managed Put Selling (RPS): An S&P 500 Index put option spread selling strategy to generate tax-friendly premium with low volatility and defined risk.

LEARN MORE ABOUT OPTION OVERLAY STRATEGIES

Additional index and social screen options are available for the Parametric Custom Core™ strategy. Product availability and customization options may vary by firm and platform.



Tools and Resources


Concentrated Stock Position Calculator

Discover how diversifying can be a better option than a taxable sale of stock.

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Investment Tax Center

View the breakdown of how taxes could consume more than 50 cents of every dollar earned.

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Wealth Strategies Specialists

Contact your dedicated specialist to learn more about our suite of specialized strategies.

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