Custom portfolio solutions
We offer investors the precise market exposures they seek while helping manage risk, reduce tax and elevate outcomes.
Custom portfolio solutions
We offer investors the precise market exposures they seek while helping manage risk, reduce tax and elevate outcomes.
Discover tailored, transparent, systematic solutions:
Our specialty
Direct indexing
Investors can use direct indexing to completely customize their portfolios with tax advantages that ETFs can’t match.
Tax management
It’s not what you make, but what you keep. With active tax management, advisors can capitalize on tax-saving opportunities.
Overlay
Parametric Overlay solutions can help investors potentially alleviate portfolio shortfalls and inefficiencies.
Find the right fit for any portfolio
Bond Ladders: Unlocking Direct Indexing Opportunities in Fixed Income
Could bond ladders be considered the direct indexing of the fixed income space? We think so.
Learn more about the award selection process and criteria here >>
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Bloomberg The Close
According to Nisha, Fixed Income Portfolio Manager, volatility is here to stay. This window of opportunity from an absolute yields perspective is very attractive for bond investors.
Parametric Launches Custom Active
Jared Gray, Managing Director, added: Custom Active is a solution that enables equity managers to greatly enhance their well-established strategies with elevated tax management and other customization tools.
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