Wealth & Private Banking › Portfolio & Wealth Management › tax-loss-harvesting

Parametric Portfolio Associates

Provides custom portfolio solutions with tax management and direct indexing to optimize investment outcomes.

Overview

Parametric Portfolio Associates offers tailored, transparent, and systematic portfolio solutions designed to provide precise market exposures while managing risk and reducing tax liabilities.

Their specialty includes direct indexing, which allows investors to customize portfolios with tax advantages beyond ETFs, and active tax management to capitalize on tax-saving opportunities.

They also provide overlay solutions to address portfolio inefficiencies and shortfalls, supporting wealth managers and institutional investors with comprehensive tax-aware financial planning.

Key Features

+ Direct indexing for portfolio customization
+ Active tax management strategies
+ Tax-loss harvesting capabilities
+ Overlay solutions to improve portfolio efficiency
+ Systematic and transparent portfolio construction
+ Custom separately managed accounts
+ Support for wealth managers and institutional investors

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