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Transitioning to Parametric Custom Core®

October 22, 2021

Is your client considering a passive allocation to a Parametric Custom Core portfolio? There are a number of ways to make the move, depending on the investor’s tax sensitivity and preferences surrounding tracking error against their chosen benchmark.

This short video explains the transition process at a high level, including the information Parametric will need to get started and the initial transition analysis we provide. 

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