Custom Core

Custom Core

Our Custom CoreTM solution seeks to combine the consistent performance and diversification of index-based ETFs and mutual funds with the benefits of a customized SMA, to deliver after-tax returns above a benchmark. 

Strategy Goals

Parametric’s Custom CoreTM Portfolios let investors take charge of their passive mandates. Since our portfolios are held as separate accounts, we have the ability to customize to the needs of the client. Investors can select from a wide range of benchmarks and then tailor their exposure to incorporate their unique objectives. As an industry leader in tax efficient investing, all taxable portfolios can receive our unparalleled tax management treatment. The resulting portfolio may have holdings that vary from the benchmarks and may include securities not held in the benchmark.

For taxable portfolios, Parametric seeks to provide a pre-tax return similar to that of the client-selected benchmark, while outperforming the benchmark on an after-tax basis. Parametric’s tax-managed Custom Core strategies are designed for investors who want flexible, tax-efficient equity exposure in addition to many of the benefits offered by traditional index-based investing. Harvested losses can be used to offset gains from other parts of the client’s overall portfolio. This can help keep more dollars compounding in the client’s account versus being paid as taxes.

The Custom CoreTM objective and management process can be applied to a variety of exposures. We manage accounts across a wide array of licensed benchmarks, including traditional cap-weighted, alternative beta, international/global, and dividend indexes. In addition, Parametric has developed several proprietary strategies that focus on responsible and factor based investment themes.

 

3 interlocking circles


Custom Core™ consists of Tax-Managed and Non Tax-Managed Strategies. Tax-Managed Custom Core™ and Centralized Portfolio Management strategies are offered by Parametric Custom Tax-Managed & Centralized Portfolio Management. Non-Tax Managed Custom Core™ are offered by Parametric Investment & Overlay Strategies. Parametric is divided into two segments: Parametric Investment & Overlay Strategies and Parametric Custom Tax-Managed & Centralized Portfolio Management. For compliance with Global Investment Performance Standards (GIPS®), the Firm is defined and held out to the public as Parametric Investment & Overlay Strategies. For additional information please visit the Disclosure Page. 

Explore solutions suite
Better Beta
View other strategies in this solution suite.
Explore solutions suite
Better Beta

Connect with our team on this strategy

{F33BD959-1499-4857-91FB-3B0EF4ADCB43}

Loading...