Custom Core

Core Satellite Calculator

Find the optimal blend for your client

How much should I allocate to core? This is a common question we get from advisors with both active and passive managers. The answer will vary, depending on the client's return expectations of the active manager and their tolerance for tracking error. Our Core-Satellite Calculator allows you to manipulate these two variables to identify the optimal blend.

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This tool is intended to be used for Custom Core™ portfolios that will be tax managed by Parametric. Custom Core consists of Tax-Managed and Indexed 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™, Policy Implementation Overlay Services, Systematic Alpha, Systematic Income and Alternatives strategies are offered by Parametric Investment & Overlay Strategies.