Better Beta

Better Beta is an improvement on existing passive options. We know how critical market exposures can be and want to help enhance the delivery and allow you to customize. For example, that may entail using an SMA to provide better tax management. Or customizing based on responsible investing principles or adding specific factor tilts. We want you to get the specific exposures you want while maintaining full control.

Investment advisory services offered through Parametric Portfolio Associates^® LLC ("Parametric"), an SEC registered investment adviser. The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the disclosure page for important information about investments and risks.

© 2018 Parametric Portfolio Associates^® LLC. All rights reserved. 1918 Eighth Avenue, Suite 3100, Seattle, WA 98101.

Better Beta

Custom SMAs

Tax Management

Responsible Investing

Factor Investing

Tax Management of Factor-Based Portfolios

Guide to Parametric Responsible Investing Strategies

How SMAs Are Better Than ETFs