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