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Custom Core® is a tax-managed SMA you can customize to meet your clients’ desired market exposure. Each Custom Core SMA seeks the consistent performance and diversification of index-based vehicles in a flexible, personalized portfolio. Custom Core uses transparent, rules-based methodologies and provides advisors with access to robust technology and in-depth reporting.
Parametric works with financial advisors to provide their clients with customized index-based portfolios. Our tax-managed Custom Core SMA seeks 1–2% in tax alpha and integrates with a number of our other capabilities, from personalized ESG screens to factors. Headquartered in Seattle, Parametric has been providing investment advisory services since 1987. Learn more at parametricportfolio.com.
This material may not be reproduced, in whole or in part, without the written consent of Parametric. Parametric and its affiliates are not responsible for its use by other parties. This information is intended solely to report on investment strategies and opportunities identified by Parametric. 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. We believe the information provided here is reliable but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. Past performance is not indicative of future results. The views and strategies described may not be suitable for all investors. Investing entails risks, and there can be no assurance that Parametric will achieve profits or avoid incurring losses. Parametric does not provide legal, tax, or accounting advice or services. Clients should consult with their own tax or legal advisor prior to entering into any transaction or strategy described herein.
All contents copyright 2019 Parametric Portfolio Associates® LLC. All rights reserved. Parametric Portfolio Associates® and Parametric® are trademarks registered in the US Patent and Trademark Office and certain foreign jurisdictions.
Parametric is headquartered at 800 Fifth Avenue, Suite 2800, Seattle, WA 98104. For more information regarding Parametric and its investment strategies or to request a copy of Parametric’s Form ADV, please contact us at 206 694 5575 or visit www.parametricportfolio.com.
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