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

Feb 14, 2019 Research Alliance ETFs or Separately Managed Accounts: Which Are Better?—Parametric

ETFs are much loved, but they may not be “the one” for every passive investor.

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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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