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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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.

Discover how direct indexing can strengthen your client relationships

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Direct indexing guide

A number of providers offer direct indexing products, but the key to this unique strategy is customization. Find out why that matters to your most valued clients.

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Direct indexing survey

A Cerulli Associates research study on direct indexing, sponsored by Parametric, ranks the leading providers, discusses why active tax management is central to this strategy, and more.