Parametric

Assess client's tax situation and investment goals.

Design a custom portfolio with tax-loss harvesting strategies.

Implement ongoing tax management and rebalancing.

Provide regular tax reports and performance updates.

Integrate with existing portfolio management systems.

Implement centralized portfolio monitoring and reporting.

Manage multiple asset classes and investment strategies.

Provide customized risk analysis and performance attribution.

Create custom indexes tailored to client preferences.

Implement tax-efficient trading strategies.

Offer direct ownership of underlying securities.

Provide transparent reporting on portfolio performance and tax savings.

Analyze liability streams and funding requirements.

Design a portfolio that matches the duration and cash flow of liabilities.

Implement hedging strategies to mitigate interest rate risk.

Monitor and adjust the portfolio to maintain alignment with liabilities.

Define ESG criteria and investment guidelines.

Screen investments based on ESG factors.

Engage with companies to promote responsible corporate behavior.

Report on ESG performance and impact.