Parametric Tax Management
Active tax management using systematic, risk-controlled strategies to optimize after-tax portfolio returns.
Overview
Parametric Tax Management focuses on outperforming on an after-tax basis by employing active tax-management techniques throughout the portfolio process. Their approach includes monitoring holdings for losses year-round to capitalize on tax-loss harvesting opportunities while balancing tracking error and transaction costs.
They assist advisors and clients in managing portfolio composition relative to benchmarks, facilitating tax-efficient transitions from active to passive investments, and optimizing charitable gifting strategies to maximize tax benefits. Parametric provides tailored solutions to help avoid large tax pitfalls and improve after-tax returns.
Their tax management services are integrated within their Custom Separately Managed Accounts platform, supporting equity and bond portfolios with customized benchmarks and risk controls to enhance tax efficiency systematically.
Key Features
- + Systematic, risk-controlled tax management strategies
- + Year-round tax-loss harvesting with tracking error controls
- + Portfolio composition management against customized benchmarks
- + Tax-efficient transitions from active to passive portfolios
- + Charitable gifting strategies to maximize tax benefits
- + Custom Separately Managed Accounts integration
- + Active monitoring of tax-saving opportunities