Parametric Expands Custom Active Platform Introduces More Than 35 New Strategies

“Parametric’s Custom Active platform continues to resonate with individual investors and the financial advisors that support them,” said Matt Witkos, Head of North America Intermediary Sales, MSIM. “There is clear industry demand for tax efficiency and customization beyond what can be achieved in a traditional vehicle structure, and, by using Parametric’s solution, asset managers are able to enhance their existing strategies accordingly and meet investors’ evolving needs.”

Parametric’s Custom Active solution addresses complex investment needs through an active separately managed account (SMA) optimized for tax management and other considerations. Additional customization opportunities available to investors include sector and industry screens, and client-directed gain/risk budgets.  Asset manager partners provide an actively managed model for Parametric to implement alongside year-round tax optimization review.

The Custom Active solution is offered through Parametric’s $42 billion Centralized Portfolio Management business that has $4 billion in tax-managed model strategies. The strategies are available to retail investors through select intermediaries and registered investment advisers (RIAs).

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About Parametric

Parametric partners with advisors, institutions, and consultants to build innovative portfolio solutions focused on achieving their long-term financial objectives. A leader in custom solutions for more than 30 years, Parametric helps investors efficiently access market exposure, solve implementation challenges, and design multi-asset portfolios that respond to evolving needs. Parametric also offers systematic alpha strategies to complement clients’ core holdings. Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. Learn more at www.parametricportfolio.com.

About Morgan Stanley Investment Management

Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and $1.7 trillion in assets under management or supervision as of December 31, 2024. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im.

Risk Considerations

Investment strategies that seek to enhance after-tax performance may be unable to fully realize strategic gains or harvest losses due to various factors. Market conditions may limit the ability to generate tax losses. Tax -loss harvesting involves the risks that the new investment could perform worse than the original investment and that transaction costs could offset the tax benefit. Also, a tax-managed strategy may cause a client portfolio to hold a security in order to achieve more favorable tax treatment or to sell a security in order to create tax losses.  Market values can change daily due to economic and other events (natural disasters, health crises, terrorism, conflicts, social unrest, etc.) that affect markets, countries, companies, or governments. It is difficult to predict the timing, duration, and potential adverse effects (portfolio liquidity , etc.) of events. Accordingly, you can lose money investing in an SMA.

This material is only intended for and will be only distributed to persons resident in jurisdictions where such distribution or availability would not be contrary to local laws or regulations. MSIM, the asset management division of Morgan Stanley (NYSE: MS), and its affiliates have arrangements in place to market each other’s products and services. Each MSIM affiliate is regulated as appropriate in the jurisdiction it operates. MSIM’s affiliates are: Eaton Vance Management (International) Limited, Eaton Vance Advisers International Ltd, Calvert Research and Management, Eaton Vance Management, Parametric Portfolio Associates LLC, and Atlanta Capital Management LLC.

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