Active Manager Allocation implements advisor-defined models with precision — applying tax management, custom benchmarks, and account-level overlays to portfolios built from passive indices, active managers, or any combination of both.
Get in TouchConcentric's role is to implement the model — not influence it. The investment decisions stay with you or your firm. We handle what comes after.
Individual equities, mutual funds, ETFs, and active manager allocations all reside within a single account — managed and optimized as a whole. No operational overhead from holding the portfolio across multiple vehicles.
Concentric builds blended custom benchmarks that reflect both active and passive exposures, becoming the reference point for managing tracking error, factor exposures, and tax efficiency against a target that reflects the model.
You establish the asset allocation model — passive indices, active managers, or any combination. Investment selection stays with the advisor.
Concentric constructs a portfolio reflecting both active and passive components, which becomes the reference point for all optimization going forward.
Portfolios are managed on an ongoing basis — tax loss harvesting, rebalancing, overlay application, and drift monitoring.
A gains budget sets a dollar threshold on the net capital gains that may be realized in a client's account within a given calendar year.
Apply values-based screens at the account level — aligning individual client portfolios with their values.
Specific holdings, sectors, or industries can be excluded from a client's portfolio based on individual preference or circumstance.
Active Manager Allocation is one of Concentric's four core capabilities. Let's discuss how it could apply to your practice or specific client situations.