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

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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May 14, 2019 Research Alliance Smaller Muni SMAs Leave a Bad Taste in SALT-Seasoned Market—Thornburg

Big-ticket, ultra-short notes force muni SMAs with low minimums to buy longer-term paper at rich prices, likely giving clients more heartburn than total return.

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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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