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Why Custom Core™
Take the benefits of index investing to a new level while enriching your role as an advisor
  • Create "Best Fit" beta exposures
  • Build portfolios from existing holdings
  • Boost after-tax returns
  • Integrate with larger financial planning strategies
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Why Parametric
$87B in Custom Core assets*; 30+ years of index-based investment experience
  • Consultative portfolio design helps target the right exposures
  • Over time, dynamically adapt portfolios to meet clients’ changing needs
  • Technology-driven process is designed to consistently deliver enhanced tax efficiency
*As of 9/30/2018
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What We Deliver
Customizable, cost-efficient beta solutions
  • Portfolios that match investors’ tax, risk, social, and factor objectives
  • Complete investment transparency and control
  • Continuous tax management that seeks to lower taxes now—and over time
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Get Started
Explore the potential of Custom Core with our Advisor Tools.
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Custom Core seeks to combine the consistent performance and diversification of index-based ETFs and mutual funds with the benefits of a customized SMA


Continue the Custom Core Journey

Why Custom Core

Elevate wealth management discussions with truly personalized investment portfolios

 

Why Parametric

Partner with an industry leader to leverage Custom Core and solve for unique investment needs

Access Tools to Enhance Meetings

Run Transition Analysis To Set Clear Expectations

Share Quarterly Reporting And Data To Allow For Transparency

Parametric does not offer tax advice. Please consult with your tax professional regarding your specific circumstances.

What We Deliver

Custom Core investment solutions are coupled with active tax management that seek to deliver 1-2% additional after-tax performance per year

*Source: Parametric. For illustration purposes only. Performance is presented for the Parametric Custom Core U.S. Large Cap 2007 Vintage Composite which consists of accounts that completed their first full month of activity in 2007; the Composite’s inception date is 12/31/2006. The Composite consists of fully discretionary accounts incepted in cash, free of unique investment guidelines or restrictions, and have not changed their benchmark. The Composite was selected for presentation because it is the youngest Vintage Composite with ten full years of performance. It was not selected based on its performance. The returns are presented net (35bps) of advisory fees and brokerage commissions. Performance reflects the reinvestment of dividends and other earnings. Benchmark after-tax returns are simulated for each client portfolio using client-specific, after-tax benchmark portfolios. Performance of the after-tax benchmark is simulated using the same inception date, cash flows, cost basis, and tax rates as the client portfolio. The after-tax benchmark’s capital gain realization rate is based on the average turnover rate of the pre-tax benchmark and ending gain or loss of the after-tax benchmark for each period. The dividend income is estimated using the pre-tax benchmark index’s dividend return during the period. After-tax benchmark returns reflect the deduction of taxes, but do not include any other fees or expenses. After-tax benchmark returns are hypothetical, do not reflect actual trading, and may not be relied upon for investment decisions. The index is provided for comparison purposes. It is not possible to invest directly in an index. Past performance is not indicative of future results. All investments are subject to the risk of loss.

Explore Our Advisor Tools

These advisor tools can be accessed by the general public but are intended to be used by investment professionals and financial advisors only. Understanding these tools requires a level of investments knowledge and experience. The information on this website is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person without the assistance of their financial advisor. These tools do not provide, and may not be relied upon, for investment, accounting, legal, or tax advice. They are designed for informational and educational purposes only.




Benchmark Builder


Assess the characteristics and performance of a customized benchmark against a comparison index



ESG Screen Analyzer


Explore the potential impact of eliminating sectors, industries and ESG screens from a benchmark



Transition Analysis Explorer


Evaluate multiple risk and tax impact scenarios before funding portfolios with securities



Portfolio Lab


Combine and assess benchmark blends, ESG screens and transitions

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Simulation Tools



Tax Alpha Simulator


Compare how the loss harvesting experience of a portfolio is impacted by market conditions



Custody Fee Calculator


Compare the differences between asset-based pricing and transaction-based pricing for your portfolio

Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. This information is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts and simulations contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.


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RESPONSIBLE INVESTING

Guide to Parametric Responsible Investing Strategies

Parametric has been offering client-driven, index-based portfolios that incorporate ESG criteria for more than fifteen years now. Our robust and continually evolving menu of ESG screens and licensed indexes gives investors a wide range of portfolio design choices. We have designed a series of risk-controlled, index-like exposures that can be used as a core equity portfolio allocation while aligning with common responsible investing themes.

FACTOR INVESTING

Tax Management of Factor-Based Portfolios

The risk-adjusted returns of factor strategies can look quite attractive. However, the turnover associated with them can significantly reduce their after-tax excess returns. In this research brief, we share the results of our after-tax study of these strategies. From an after-tax perspective we find that taxes can erode much of this return, but a systematic tax management process can help to mitigate tax drag.

TAX MANAGEMENT

Tax-Managed SMAs Better Than ETFs

Exchange traded funds, or ETFs, are popular vehicles for investors seeking passive, index-based market exposures. Despite their popularity, there are structural issues which make them less than ideal for many high-net-worth investors. A tax-managed, separately managed account can be designed to deliver the same diversified index-like exposure while offering increased after-tax returns.