Custom SMA banner

Parametric Custom Core® SMA

Transparent, repeatable, high-impact beta

Index based. Investor centric.
Custom Core 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.

You get:

Clarity icon

Clarity

Transparent, rules-based methodologies, so you’ll always understand the analysis behind the investments

 

Control icon

Control

Portfolios you can tailor to meet just about any passive mandate, in an uncomplicated way that helps you scale your business

 

Confidence icon

Confidence

Robust technology, in-depth reporting, and human expertise, with open access to our senior investment strategists

Man running - faster, easier way to grow your client base

A faster, easier way to grow your client base

For many advisors, customized solutions are time consuming to implement. Custom Core makes them simple and scalable, giving you another way to demonstrate your added value to clients—and freeing up more of your time to grow your business and deepen your client conversations.

Next-level tools and client-ready reporting

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.

Custom Core Platform

Investor challenges

We’ve helped advisors solve a wide range of client challenges.


Custom core transitions
Investor Challenge

Client Transitions from Underperforming Active Manager to Custom Core®, Maximizes Tax Efficiency

An advisor’s client was unhappy with the performance of an active manager but leery of a transition that would trigger a large tax bill. See our solution and the results.

Read More
Custom Core Factor Blends
Investor Challenge

Client Leverages Custom Core® to Create a Custom Factor Blend

An advisor’s prospective client sought the US small-cap and value exposure of a mutual fund but in a more tax-efficient vehicle. See our solution and the results.

Read More
Custom Core Charitable Gifting
Investor Challenge

Client Uses Custom Core® to Increase Charitable Gifting, Reduce Tax Burden

A client usually funds charitable donations by selling stock—taking a large capital gains hit in the process. See our solution and the results.

Read More

Why Parametric?

Assets Under Management icon

$111.6B+ in customized equity portfolio AUM*

Dedicated teams

13 dedicated regional teams


*As of 12/31/2019

Parametric 25 years of experience

25 years of tax-management experience

Discover how we can help you reach your goals.     

Latest insights and research


See all insights and research >


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.


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