The most important benchmark of all is your client’s vision.
Parametric has spent 30 years partnering with advisors to engineer custom direct indexing solutions. Click to learn the benefits of our transparent, rules-based approach to passive portfolio construction.
TALK WITH US
Tailor portfolios to align with client values
» Leverage two decades of ESG investing expertise
» Choose the right mix of standard and custom screens
» Provide uncomplicated, rules-based passive exposure
» Access analytical tools as well as personal support
» Combine screens and factors to craft precise solutions
Customize around equities, fixed income, or both
» Construct investor-centric portfolios around custom benchmarks
» Access market exposures and solve implementation challenges
» Harvest tax losses throughout the year
» Manage both equity and credit risk
» Enjoy access to robust technology and in-depth reporting
Diversify broadly, globally, completely
» Choose US, global, or blended benchmarks
» Apply factor tilts around value, quality, low volatility, and more
» Engineer single-factor, multifactor, or custom strategies
» Overweight or underweight market segments
» Use our transition analysis tools for client consultation
TALK WITH US
Customize around equities, fixed income, or both
» Construct investor-centric portfolios around custom
benchmarks
» Access market exposures and solve implementation
challenges
» Harvest tax losses throughout the year
» Manage both equity and credit risk
» Enjoy access to robust technology and in-depth
reporting
TALK WITH US
Diversify broadly, globally, completely
» Choose US, global, or blended benchmarks
» Apply factor tilts around value, quality, low
volatility, and more
» Engineer single-factor, multifactor, or custom
strategies
» Overweight or underweight market segments
» Use our transition analysis tools for client
consultation
TALK WITH US
v
» Leverage two decades of ESG investing expertise
» Choose the right mix of standard and custom screens
» Provide uncomplicated, rules-based passive exposure
» Access analytical tools as well as personal support
» Combine screens and factors to craft precise solutions
» Construct investor-centric portfolios around custom
benchmarks
» Access market exposures and solve implementation
challenges
» Harvest tax losses throughout the year
» Manage both equity and credit risk
» Enjoy access to robust technology and in-depth reporting
» Choose US, global, or blended benchmarks
» Apply factor tilts around value, quality, low volatility, and more
» Engineer single-factor, multifactor, or custom strategies
» Overweight or underweight market segments
» Use our transition analysis tools for client consultation
Factor tilts and certain benchmarks may not be available to all advisors