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Tom Lee in Bloomberg: Wall Street Is Selling Custom-Made Portfolios to the Masses


Tom Lee, Co-president and CIO at Parametric met with Isabelle Lee and Denitsa Tsekova at Bloomberg to give context on the rapid evolution in direct indexing and how the innovation in the space resonates with an increasingly broader segment of retail investors.


“With customization comes complexity. You can’t manage hundreds of thousands of SMA’s without technology.” – Tom Lee, Co-president and CIO at Parametric



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Thomas Lee, CFA

Co-President and Chief Investment Officer

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