Overview
Parametric provides custom portfolio solutions tailored to meet the specific needs of wealth managers and institutional investors. Their core offerings revolve around direct indexing, tax management, and overlay strategies. The platform allows for precise market exposure, risk mitigation, and tax optimization. Key capabilities include custom active strategies that enhance traditional equity management with advanced tax handling. By using systematic approaches, Parametric aims to generate tax-saving opportunities and improve after-tax returns. The laddered interest rate scenario tool further enables tax-optimized bond yield calculations. Their solutions cater to both wealth managers seeking to deliver comprehensive financial planning and institutions requiring centralized portfolio management.