Transparent, repeatable, high-impact beta
Index based. Investor centric.
Custom Core equity 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.
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.
* Some tools not available to all advisors.
Parametric International Equity: A Third Way of International Equity Investing
by Greg Liebl, Senior Investment Strategist; Paul Bouchey, Global Head of Research
October 18, 2021
Active and passive international equity investment strategies both have their downsides. We suggest a third way.