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

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

Control

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

Confidence

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

EXPLORE

> Tax management

> Factors

> Responsible investing

> Advisor tools

> Request a transition analysis

> Contact us

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.

Benchmark Builder

custody fee calculator icon Custody Fee Calculator

ESG Screen Analyzer

Transition Analysis Explorer

Portfolio Lab

Tax Alpha Simulator

* Some tools not available to all advisors.

Custom Core Platform

Investor challenges

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

Why Parametric?

Assets Under Management icon

$100B+ in customized equity portfolio AUM*

Dedicated teams

13 dedicated regional teams

*As of 9/30/2019

Parametric 25 years of experience

25 years of tax-management experience

Discover how we can help you reach your goals.

Latest insights and research

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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.

Investment advisory services offered through Parametric Portfolio Associates^® LLC ("Parametric"), an investment advisor registered with the US Securities and Exchange Commission.

Parametric (National Registration Database No. 42850) is also registered as a Portfolio Manager with the securities regulatory authorities in certain provinces of Canada with regard to specific products and strategies. Parametric provides advisory services directly to institutional investors and indirectly to individual investors through financial intermediaries. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the Disclosure page for important information about investments and risks.

S&P Dow Jones Indices are a product of S&P Dow Jones Indices LLC (“S&P DJI”) and have been licensed for use. S&P^® indexes are registered trademarks of S&P DJI; Dow Jones^® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); S&P DJI, Dow Jones, and their respective affiliates do not sponsor, endorse, sell, or promote Parametric and its strategies, will not have any liability with respect thereto, and do not have any liability for any errors, omissions, or interruptions of the S&P Dow Jones Indices.

Parametric Custom Core® SMA

You get:

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

Client Leverages Custom Core® to Create a Custom Factor Blend

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

Custom Core®: Raise the Bar

2020 Investment Outlook: More Questions Than Answers

To Everything There Is a Season: The Four Stages of a Tax-Managed Custom Core® Account

Parametric Custom Core^® SMA

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

Client Leverages Custom Core^® to Create a Custom Factor Blend

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

Custom Core^®: Raise the Bar

To Everything There Is a Season: The Four Stages of a Tax-Managed Custom Core^® Account