Emily Gray on Personalized and Tax-Efficient Portfolios

Emily Gray at Money Management Institute Conference: The Growing Demand for Tax-Managed Long-Short Strategies

Emily Gray speaks with Nate DiCamillo, FundFire at the MMI Conference about the growing demand for tax-managed long-short strategies.

Transitioning to Parametric Custom Core®

Have a client seeking an allocation to a direct indexing strategy? This short video explains the process for transitioning securities in kind to a Parametric Custom Core portfolio.

Emily Gray on InvestmentNews: Investor Demand for Direct Indexing on the Rise

See managing director Emily Gray highlight the potential advantages of direct indexing and long/short equity strategies.

Kevin Lynyak, portfolio manager for taxable strategies on Parametric’s fixed income team: The OpenYield Markets Podcast

In this episode of The OpenYield Markets Podcast, host Mark Hebert sits down with Kevin Lynyak, a 20-year Morgan Stanley veteran as well as Managing Director and Portfolio Manager for taxable strategies on Parametric’s fixed income team.

Emily Gray and Chris Scott-Hansen in FundFire: Morgan Stanley Integrates Parametric Direct-Indexing SMAs in UMA Platform

Emily Gray and Chris Scott-Hansen on FundFire to discuss how Morgan Stanley integrates Parametric direct-indexing SMAs in UMA Platform

How Parametric Stays Ahead in Direct Indexing

Explore the past, present and future of direct indexing and how Parametric pioneered the thriving strategy.