05:32
Fixed Income Five 5/30/24
01:07
Inside Parametric: The Culture and People Behind Investing’s Most Powerful Customization Engine
01:28
Who Is Parametric?
07:21
Parametric Shows Pride
02:38
Responsible Investing in Fixed Income
05:18
Timing Counts in Tax Management
07:58
What Women in Finance Need to Know
02:36
Why Tax-Loss Harvesting Was Fixed Income's Silver Lining in 2022
01:44
Where's the Opportunity for Custom Core®?
02:45
Navigating the ESG Backlash
01:54
30+ Years of Direct Indexing Innovation and Growth
04:13
2023 Fixed Income Outlook
03:56
2023 Investment Outlook
02:43
Is an SMA Better Than an ETF?
03:02
Four Questions to Ask When Choosing an SMA Provider
03:18
How Can Investors Ease the Effects of Inflation?
00:36
Discover Custom Direct Indexing | Tax-Loss Harvesting [medium format]
00:36
Discover Custom Direct Indexing | Now You're Getting It [medium format]
00:16
Discover Custom Direct Indexing | Tax-Loss Harvesting [short format]
11:51
Getting Beyond the Direct Indexing Hype | Part 5: Q&A
00:16
Discover Custom Direct Indexing | Now You're Getting It [short format]
06:44
Getting Beyond the Direct Indexing Hype | Part 4: Finding Opportunities
06:18
Getting Beyond the Direct Indexing Hype | Part 3: Exploring the Ecosystem
01:18
Discover Custom Direct Indexing | Tax-Loss Harvesting [long format]
12:35
Getting Beyond the Direct Indexing Hype | Part 2: The Tax Alpha Advantage
01:26
Discover Custom Direct Indexing | Now You're Getting It [long format]
07:56
Getting Beyond the Direct Indexing Hype | Part 1: The Evolution of Passive Investing
03:03
Transitioning to Parametric Custom Core®
02:41
What is Direct Indexing?
03:00
How Does Tax-Loss Harvesting Work?
02:39
Municipal Bond Premiums Explained
03:05
From Active to Passive: How Investors Can Transition Tax-Efficiently
03:22
Tax Management Strategies for Appreciated Portfolios
02:50
Responsible Investing: Screens vs. Active Ownership
01:27
Custom to the Core
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About
Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer alternative strategies to complement clients’ core holdings.
Parametric is the leading direct indexing provider, according to a 2021 study by Cerulli Associates. Learn more—and download the research report—at www.parametricportfolio.com/direct-indexing-report.
Parametric makes passive investing personal. Discover how at www.customtothecore.com.
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