Transparent, repeatable, high-impact beta
Index based. Investor centric.
Custom Core equity is a separately managed account (SMA) you can customize to achieve the precise market exposure your clients seek. They gain the consistent performance and diversification of index-based vehicles in a flexible, personalized portfolio.
Giving you deep insights into your clients’ portfolios is something we take seriously. That’s why we’ve built robust reporting and tools* with easy-to-use interfaces atop secure platforms.
* Some tools not available to all advisors.
Parametric Responsible Investing
by Gwen Le Berre, Director, Responsible Investing; Jennifer Sireklove, Managing Director, Investment Strategy
July 13, 2021
What's Parametric's approach to responsible investing? In this short paper we outline the ways we can help investors achieve two sets of goals.