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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’Tis the season for charitable giving
And Parametric can help make doing good feel even better. Instead of selling stock so your clients can donate cash, giving appreciated stock may result in less of a tax impact—and give their chosen charities a more impactful donation.

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.

Discover how direct indexing can strengthen your client relationships

Direct Indexing Guide magazine

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.