Parametric Custom Core® Equity
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.
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.