Employ Tax Management Strategies

Left unchecked, taxes can erode portfolio returns, diminish disposable income and impact wealth longevity. That’s what makes tax-managed investing an important part of a sound financial plan.

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TOOLS & CALCULATORS

Show clients how laddered portfolios may perform in different interest rate environments. For laddered municipal bond portfolios, the calculater also indicates the potential value of systematic tax-loss harvesting in a rising interest rate environment.

SPOTLIGHT STRATEGIES

 

Parametric makes it easy for you to deliver tax- and risk managed portfolios tailored to your clients’ needs, all in a simple, scalable way.

Learn about Parametric Custom Core portfolios.
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Learn about Parametric Municipal and US Corporate Ladders portfolios.
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ACTIONABLE INSIGHTS

Focus and reinforce your client conversations with practical, relevant commentary.

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  • Prepare for the tax hit from mutual fund gain distributions.
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  • Using Tax Alpha to Measure Tax Efficiency
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ADVISOR RESOURCES

Dive deeper into our spotlight strategies and stay on top of market trends.

Parametric US Corporate Ladders:
Year-round tax-loss harvesting elevates after-tax return potential

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Parametric TABS Municipal Ladders:
Year-round tax-loss harvesting elevates after-tax return potential

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Why switch to Parametric Custom Core?

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