Why Customization Is the Investment Industry’s Watchword in 2021

It’s not unusual for pension plans to have a sizable mismatch to interest rates and credit spreads. How much might that mismatch hurt in 2021?

Is an SMA Better Than an ETF?

For most investors seeking broad market exposure, an ETF does the trick. But ETFs are one-size-fits-all. This video explains why an SMA may be a better option for investors who want greater control and flexibility.

Direct Indexing: It’s All About Customization

It’s the term on many people’s lips these days. But, as Parametric CEO Brian Langstraat argues, there’s a better way to think about investing’s suddenly hot trend.