Transparent, repeatable, high-impact beta
Index based. Investor centric.
Custom Core equity is a separately managed account (SMA) you can customize to achieve the precise market exposure your clients seek. They gain the consistent performance and diversification of index-based vehicles in a flexible, personalized portfolio.
Giving you deep insights into your clients’ portfolios is something we take seriously. That’s why we’ve built robust reporting and tools* with easy-to-use interfaces atop secure platforms.
* Some tools not available to all advisors.
The Parametric Emerging Markets Strategy: A Third Way of Emerging Markets Investing
by Greg Liebl, Senior Investment Strategist
September 23, 2021
As investing in emerging markets becomes more popular, there are disadvantages to both active and passive investing strategies. We suggest a third way.