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
Why choose Parametric?
How Custom Core works
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
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Create customized exposure or investment styles via factors, tax management, responsible investing options, and more.
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
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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
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Add factors, responsible investing criteria, or risk management overlays for even greater customization.
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
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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.
More to explore
Four Potential Solutions to Concentrated Stock Positions
by Jeremy Milleson, Director, Investment Strategy
July 8, 2024
Investors with concentrated stock positions have options to increase diversification and mitigate the tax burden.