Better Beta

Better Beta

Better Beta is an improvement on existing passive options. We know how critical market exposures can be—that’s why we want to allow you and your clients to customize them and to enhance delivery. That may entail using an SMA to provide better tax management. Or tailoring a portfolio based on responsible investing principles or adding specific factor tilts. You get the exposures you want while maintaining full control.
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Custom SMAs

Custom Core® seeks to combine the diversification of an index-based vehicle with key tax-management and customization capabilities.

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Tax Management

More than just annual loss harvesting, our tax-management approach considers all aspects of a portfolio throughout its life cycle.

Responsible Investing

Responsible investing at Parametric looks beyond stock returns and aims to align clients’ principles with their investment portfolio.
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Factor Investing

Research has shown that much of an investor’s active return can be attributed to factor exposures, notably size, value, and momentum.