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SMAs

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Jan 16, 2020 Research Alliance Roll with the Punches of Rising Interest Rates—Parametric Portfolio Associates

This paper explores the impact of rising interest rates and how adopting a laddered portfolio structure may help investors roll with the punches of rising rates without feeling the lasting effects.

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Oct 21, 2019 Research Alliance Choosing a Custom SMA Provider? What to Expect When You’re Investing—Parametric

Growing interest in customized separately managed accounts means new SMA providers are popping up to meet demand. But not all SMA providers are created equal.

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Jul 10, 2019 Research Alliance Unreliable Narrators: What Many SMA Composites Don't Tell You—Parametric

Composites have a lot to say about an investment product’s historical performance. But when it comes to taxable SMAs, they leave a lot out.

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Dec 14, 2017 An Operational Viewpoint on Integrating Separately Managed Accounts

Earlier this year, we began offering Parametric’s Tax-Managed Custom Core Separately Managed Accounts to our wealth management clients. We are now sharing our experience from an operations perspective through a conversation with Litman Gregory’s director of operations, Tisha Ehrenberger.

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