Custom to the Core

How powerful can customization be for your clients’ passive investment strategies? Discover how you can create a portfolio just for them.

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Key benefits

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Customization


Offer broad diversification via a separately managed account crafted to your client’s personal goals.

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Tax-loss harvesting


Deliver tax advantages through direct ownership of the underlying securities. We harvest losses throughout the year—not just in Q4.

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Responsible investing


Reflect your client’s values through personalization tools that make ESG
investing easy and intuitive.

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Equities and fixed income


Construct risk-managed exposures across a range of benchmarks specific to your client.

Find out how Parametric helps you strengthen your client relationships