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.
More to explore
Is Now the Time to Reach for Yield with Municipals?
by Christopher Harshman, Director, Portfolio Management
October 19, 2021
How can investors navigate the turbulent waters of municipal-bond credit-risk spread? The answer may be: “Wait and see.”
What to Make of Recent Volatility in the Muni Market?
by Evan Rourke, Director, Portfolio Management
October 14, 2021
Municipal bonds had a turbulent third quarter. But did the sharp rise in yields (and corresponding drop in prices) cause investors to overreact?
What Is Impact Investing?
by Gwen Le Berre, Director, Responsible Investing; Lauren Kashmanian, Senior Portfolio Manager
October 11, 2021
How can investors generate measurable social or environmental benefits while also fueling healthy financial return? Impact investing is the key.
ESG Principles: Applying Your Personal Values to Your Corporate Bond Portfolio
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Lauren Kashmanian, Senior Portfolio Manager
October 4, 2021
How do ESG principles affect bond-portfolio yield and performance? There’s no yield penalty for using an ESG overlay in the IG corporate bond market and it can provide more protection from downside risk.
Tax Management and Tracking Error: You Can’t Have One Without the Other
by Jeremy Milleson, Director, Investment Strategy
September 27, 2021
Investors may bristle at the mere mention of tracking error—but that’s what helps them keep more of their money while maximizing their after-tax returns.
Extreme Weather Events: Assessing Climate Risk in the Municipal Bond Market
by Lauren Kashmanian, Senior Portfolio Manager
September 20, 2021
Now is the time for municipal bond investors to mitigate climate risk.