Tax management should happen all year, not just in December. What opportunities are you missing?
Custom Core® Equity
Parametric’s Custom Core solution lets your clients invest according to their style preferences, responsible investing criteria, and tax considerations.
Customized solutions are powerful portfolio-management tools, but they can be time-consuming to implement. Our Custom Core solutions make custom direct indexing simple and scalable, freeing up time to grow your business and deepen client relationships.
Custom Core is a passive portfolio of stocks that adheres to a client-chosen benchmark, delivered as a separately managed account (SMA). With SMAs clients own each individual underlying security directly, allowing them to have a high degree of personalization based on their situations and needs.
Explore more Custom Core solutions
Get deep insights into your clients’ portfolios. Our secure platform for advisors features an easy-to-use interface with robust reporting and tools.*
* Not all tools are available to all advisors. Tools require login. Register today.
All our tools allow you to build and evaluate portfolios customized to your clients’ unique situations.
> Portfolio Lab
- Benchmark Builder
- ESG Screen Analyzer
- Transition Analysis Explorer
> Tax Alpha Simulator
> Custody Fee Calculator
![](/-/media/images/new-solutions/wealth-managers/custom-separately-managed-account/custom-core/equity/reporting-mockup.png)
Why choose Parametric?
How Custom Core works
![Design icon](/-/media/images/new-solutions/wealth-managers/custom-separately-managed-account/custom-core/equity/design.png)
Design the exposure
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Select a licensed benchmark, a Parametric strategy, or a blend of the two to create a custom benchmark.
![Customize icon](/-/media/images/new-solutions/wealth-managers/custom-separately-managed-account/custom-core/equity/customize.png)
Customize
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Create customized exposure or investment styles via factors, tax management, responsible investing options, and more.
![Continuous icon](/-/media/images/new-solutions/wealth-managers/custom-separately-managed-account/custom-core/equity/continuous.png)
Continuous management
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Our proprietary optimization process continuously manages for both risk and tax-management opportunities.
Frequently asked questions about Custom Core
We’ve built a secure platform for advisors with an easy-to-use interface and robust reporting tools.* Find out how our Benchmark Builder, ESG Screen Analyzer, and Tax Alpha Simulator allow you to gain deep insights into your clients’ portfolios. Learn more.
*Not all tools are available to all advisors.
Intended benefits of Custom Core Equity
![Flexibility Icon](/-/media/images/new-solutions/wealth-managers/custom-separately-managed-account/custom-core/equity/flexibility-icon.png)
Flexibility
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Choose a licensed benchmark, a Parametric strategy, or a custom blend to create a portfolio that meets your clients’ desired exposure.
![Customization Icon](/-/media/images/new-solutions/wealth-managers/custom-separately-managed-account/custom-core/equity/customization-icon.png)
Customization
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Add factors, responsible investing criteria, or risk management overlays for even greater customization.
![Tax Management Icon](/-/media/images/new-solutions/wealth-managers/custom-separately-managed-account/custom-core/equity/tax-management-icon.png)
Tax management
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Third-party research has shown that tax management can add 1%–2% in after-tax excess returns.*
![Charitable Gifting Icon](/-/media/images/new-solutions/wealth-managers/custom-separately-managed-account/custom-core/equity/charitable-gifting-icon.png)
Charitable gifting
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Clients can gift individual securities from their Custom Core portfolios in a tax-efficient and risk-controlled manner.
Get in touch
Want to know more about our Custom Core Equity solutions? Complete our contact form, and a representative will respond shortly.
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