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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:

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


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


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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

Why Parametric?

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$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.     

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.