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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:

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.

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Parametric in the press
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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.

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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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