Guide

Advisor Guide

Direct Indexing: An Idea That’s 30 Years New

There’s a lot of talk these days about portfolios that allow investors to take control of the underlying securities in a passive allocation. The term used to describe these products, direct indexing, is trending—but the truth is, customized portfolios that provide broad passive exposure and tax advantages have been our core pursuit for nearly 30 years.

In this guide Brian Langstraat, CEO of Parametric, explores the real value of direct indexing. Complete the form for your free download. It’s your opportunity to better understand the enormous potential of delivering passive strategies personalized to your clients’ values and goals.

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A Parametric representative may reach out to see if you have additional questions. In the meantime, to learn more about Parametric and the precisely engineered passive portfolios we partner with advisors to create, please read the articles below.

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Investment advisory services offered through Parametric Portfolio Associates^® LLC ("Parametric"), an investment advisor registered with the US Securities and Exchange Commission (CRD #114310). Parametric is also registered as a portfolio manager with the securities regulatory authorities in certain provinces of Canada (National Registration Database No. 42850) with regard to specific products and strategies. Parametric provides advisory services directly to institutional investors and indirectly to individual investors through financial intermediaries. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks, and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the disclosure page for important information about investments and risks.

S&P Dow Jones Indices are a product of S&P Dow Jones Indices LLC (“S&P DJI”) and have been licensed for use. S&P^® indexes are registered trademarks of S&P DJI; Dow Jones^® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); S&P DJI, Dow Jones, and their respective affiliates do not sponsor, endorse, sell, or promote Parametric and its strategies, will not have any liability with respect thereto, and do not have any liability for any errors, omissions, or interruptions of the S&P Dow Jones Indices.

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