Your exposure. Our expertise.

Parametric Custom Core™ seeks to provide the benefits of a diversified core market exposure while allowing for customization and a potentially lower tax bill. Custom Core portfolios are held as separate accounts, allowing for customization across multiple dimensions including risk, tax and exposure preferences. All taxable portfolios receive our tax management treatment.

DESIGN YOUR EXPOSURE

Choose from licensed benchmarks, proprietary strategies, or a client-driven blend that creates a unique geographic footprint or investment style.

CUSTOMIZE

Choose to apply tax management for taxable portfolios, easily restrict sectors, industries, stocks, or change their weightings, and apply social screens. Responsible Investing shareholder engagement options available.

CONTINUOUS MANAGEMENT

Tracking error and risk biases monitored continuously using multi-factor risk models. Gain deferral, loss harvesting, and holding period management applied where appropriate.

Take charge of passive mandates

Investors increasingly seek core market exposure as they construct portfolios to provide levels of transparency, diversification, and lower fees not typically found in actively managed strategies. Beta is often implemented through off-the-shelf index mutual funds and ETFs, which deliver index-tracking returns with low turnover, but cannot provide tax management or customization to accommodate a client's unique investment objectives.

Custom Core can be applied across a wide array of benchmarks, including traditional cap-weighted, alternative beta, international/global, socially responsible and factor investment themes. Learn more about Custom Core in our Resource Center.


Custom Core™ consists of Tax-Managed and Indexed Strategies. Tax-Managed Custom Core™ and Centralized Portfolio Management strategies are offered by Parametric Custom Tax-Managed & Centralized Portfolio Management. Indexed Custom Core™, Policy Implementation Overlay Services, Systematic Alpha, Systematic Income and Alternatives strategies are offered by Parametric Investment & Overlay Strategies. For a complete list and description of Parametric Investment & Overlay Strategies composites, please contact us at 206.694.5575. Parametric is divided into two segments: Parametric Investment & Overlay Strategies and Parametric Custom Tax-Managed & Centralized Portfolio Management. For compliance with Global Investment Performance Standards (GIPS®), the Firm is defined and held out to the public as Parametric Investment & Overlay Strategies.

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