Your benchmark, your ideas, your values, your portfolio
Parametric builds custom, or non-standard, equity index-based portfolios for investors of all types.
Standard equity index portfolios are available for both institutional and individual portfolios at low fees. But, for many, these offerings do not represent a good value. At Parametric, we understand that customization is often a valued and necessary component of investing. We build index-based equity portfolios that are as varied as the individual needs of our clients − custom benchmark solutions when standard index options don’t suffice.
For some Parametric custom index clients, the focus is environmental, social, and governance (ESG), or socially responsible investing (SRI). For these clients, their values are the cornerstone of their investment philosophy. That is why we began offering ESG or SRI portfolios 20 years ago, long before it was stylish to do so. Whatever the client prefers, we can construct a custom portfolio that meets their needs for return and responsibility.
Increasingly, investors are choosing or creating index-based mandates that target alternative or non-capitalization weighted indexes − "alternative beta.” As a structured portfolio manager with extensive global implementation expertise, Parametric is well positioned in this investment area. Examples include:
- Large-cap US portfolios with a tilt toward stocks that increase the dividend yield
- Portfolios benchmarked to Fundamentally weighted indexes such as Research Affiliates Fundamental Index (RAFI)
- Global portfolios that provide custom-weighted access to the US & EAFE
- Cap-weighted portfolios that allow client-driven exposure to style & size
