Institutional Investor and Wealth Management Events

Direct Indexing: Thinking Beyond the ETF to Drive Successful Investor Outcomes

Director and institutional portfolio manager Jeff Brown presents the power of direct indexing for high-net-worth investors—from tax management to ESG.

Custom Core® in 2022: Direct Indexing and Beyond

Learn how Custom Core® can best position investors in the new year.

Municipal Bonds: Looking Ahead into 2022

In 2021, the municipal market saw a dramatic uptick in volatility and a reassessment of credit risk. Now it’s 2022. What’s next?

Too Much of a Good Thing? Five Ways to Unwind a Concentration Position

Learn how advisors can help clients diversify concentrated positions in a tax-smart way.

Getting Beyond the Direct Indexing Hype

Discover when using a direct indexing solution makes sense—and when it doesn’t.

The Biden Tax Proposal and Year-End Tax Planning

Discover how to use cutting-edge tax tools for year-end planning amid news of the Biden tax proposal.

How New Digital Developments in Custom Core Equity Expand Customization

Learn how we’ve enhanced our Custom Core Equity solution and how much more your clients can do to unlock the value of a custom SMA.

Women’s Week at Parametric

Join us to learn the best ways to promote gender equality in the investment industry—from client conversations to portfolio building.

Schwab IMPACT 2020

Experts from Eaton Vance, Parametric, and Calvert will be speaking at one of the largest investment events of the year.

CFA Society Minnesota Annual Dinner

Which way will the economy, monetary policy, and interest rates go in 2020? Parametric is sponsoring this annual event featuring keynote speaker and BlackRock CIO Rick Rieder

Inside ETFs 2020

Our CEO, Brian Langstraat, leads a session tackling the myths and misperceptions of direct indexing. Plus, visit our booth for a hands-on tour of our Custom Core® platform.

CFA Society Seattle Forecast Dinner

Parametric is sponsoring this 17th annual CFA event. Entrepreneur and Theranos whistleblower Tyler Shultz will speak, and attendees will gain insight into upcoming investment themes.

Pathstone Impact

Gwen Le Berre, Parametric’s director of responsible investing, will join a panel discussion on applying a more powerful lens to publicly traded securities.

Direct Indexing: Meeting Client Needs That ETFs Can’t

Join industry experts and your peers as we discuss ways to deepen your client relationships, what direct indexing is, and how to talk with your clients about ESG.

Direct Indexing: Meeting Client Needs That ETFs Can’t

Join industry experts and your peers as we discuss ways to deepen your client relationships, what direct indexing is, and how to talk with your clients about ESG.

Responsible Investing: Moving from Talk to Action

Join industry experts and your peers as we discuss ways to talk with your clients about ESG, deepen your client relationships, and turn client challenges into

US SIF Annual Conference

New Challenges, New Opportunities – Parametric is a Supporting Sponsor at this impact investing event.

Parametric Advisor Forum: Philadelphia

Join industry experts and your peers as we discuss ways to optimize your digital profile and grow your network, mitigate your clients’ personal and business tax exposure, and make market volatility work for you.

Parametric Advisor Forum: Orlando

Join us in Orlando, Florida, as we discuss leveraging marketing and branding to grow your network. Plus: what “direct indexing” is and the 10 biggest Florida tax-planning mistakes.

Parametric Advisor Forum: Scottsdale

Join us in Scottsdale, Arizona, for a session on how to make first encounters count and generate more client meetings. Plus: one key strategy for dealing with periods of high market volatility.

Parametric Advisor Forum: Dallas

Please join us, industry experts, and your peers at an upcoming Advisor Forum to learn about direct indexing, how to mitigate your clients’ tax exposure, and more.