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Your
benchmarks
Your
goals
How does Parametric make passive investing personal?
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In an era defined by unique investment needs, Parametric is an invaluable ally. Our dedicated team brings precision to the construction of personalized investment portfolios.
Clients receive broad market exposure and the tax advantages of owning securities directly, all customized to their vision. Advisors get the opportunity to enhance the value they bring, helping their clients make passive investing personal.
How can custom direct indexing benefit your clients? Let’s explore the possibilities.
From ESG to faith-based, customization
turns personal
Choose a benchmark or opt for blended exposure
Growth, value,
risk mitigation—it’s all about your client’s vision
How does Parametric make passive investing personal?
From ESG to faith-based, customization
turns personal
Choose a benchmark or opt for blended exposure
Growth, value,
risk-mitigation—it’s all about your client’s vision
Roll over to learn
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