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Custom Indexing 

Custom indexing solutions are powerful portfolio management tools, but they can be costly and time-consuming to implement. With Parametric Custom Core®, institutional investors can access a simple, cost-effective way to achieve a desired equity or fixed income market exposure.

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Custom Core is a passive portfolio of securities that adheres to an investor-chosen benchmark, delivered as a separately managed account (SMA). With SMAs, investors own each individual underlying security directly, giving them a high degree of customization based on unique situations and needs. Custom Core lets your institution invest according to its investment objectives.

Why choose Parametric?

total firm AUM icon



$376B+

Total firm
AUM



Factor Solutions AUM


$148B+

Total customized SMA
portfolio AUM



Fixed Income AUM icon


$45.3B

Customized fixed income
solutions AUM



As of 6/30/2022

How it works


Our portfolio construction expertise, technology, and resources provide you with a simple, cost-effective way to achieve any desired market exposure. Our approach seeks to provide an index exposure through efficiently matching sector characteristics and risk factors, while allowing for customization at much lower investment minimums than many other SMA solutions.

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Customize

We analyze the investor's desired exposure and provide innovative implementation options, tailoring the portfolio to meet the investor's unique needs.

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Construct

We deliver efficient exposure to the investor's chosen benchmark through our systematic, rules-based portfolio construction process.

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Check

We constantly review and enhance our proprietary portfolio optimization and exposure management tools.

Intended benefits of custom indexing

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Flexibility

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Customize a licensed benchmark or create a blend across several benchmarks for a portfolio that meets your unique investment needs.

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Customization

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Customize hundreds of equity indexes while minimizing tracking error or design a  fixed income exposure according to desired maturity, quality, sector, or industry exposures.

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Cost-effectiveness

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Our portfolio construction expertise, technology, and resources provide a simple, cost-effective way to achieve any market exposure.

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Responsible investing

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Through screens, integration, and active ownership, you can incorporate ESG considerations across equities and fixed income.

Get in touch

Want to know more about our custom indexing solutions? Complete our contact form, and a representative will respond shortly.

This Material Is Intended for
Institutional Investors Only


By clicking Agree, you acknowledge that you have read the terms detailed below. You also confirm that you are a qualified institutional investor or a consultant to qualified institutional investors and wish to proceed. Parametric does not provide legal, accounting, or tax advice or consulting service.



The information on this area of the Parametric Portfolio Associates® LLC (“Parametric”) website is intended for qualified institutional investors and their consultants. This information is not intended for accredited investors in any jurisdiction outside the United States in which the distribution or sale of Parametric investment services is not authorized.

It is published for informational purposes only and does not purport to address the financial objectives, situation, or specific needs of any investor. If you do not qualify, the information shown on this site (which may include information about our investment strategies and products, market commentary, and composite performance) may not be relevant or appropriate for you. Certain solutions discussed in these materials will be subject to minimum investment amounts and other restrictions that apply. There can be no assurance that any investment product or strategy will achieve its investment objectives or that there will be any return of capital. Performance may be volatile, and investors could lose all or a substantial portion of their investment.



I acknowledge that I am a qualified investor and that I have read, understand, and agree to the above conditions.