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.
Cerulli Associates Report
What Matters to High Net Worth Clients Now?
New research from Cerulli Associates finds that affluent investors want comprehensive, long-term, tax-aware financial planning—and wealth managers need to deliver it. Download the report to find out how to strengthen your client relationships for the future.
Related Content
ADVISOR TOOL
Laddered Interest Rate Scenario Tool
Calculate potential tax-optimized and customized bond yields using our Laddered Interest Rate Scenario Tool.
Learn with us
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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