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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ACTIONABLE INSIGHTS

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

ADVISOR RESOURCES

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

Muni market Flash Update
with Nisha Patel, CFA

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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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