Parametric
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Overview
Tagline Brand's website · 2026-10-04
Tailored, transparent, and systematic investment solutions with a focus on tax advantages (e.g., direct indexing for customization and tax harvesting beyond ETFs), active tax management, and overlay strategies to address portfolio inefficiencies. Utilizes proprietary technology like Radius for asset growth and data analysis.
Description Brand's website · 2026-10-04
Parametric offers investors custom portfolio solutions, including direct indexing, tax management, and overlay strategies, designed to manage risk, reduce tax, and elevate outcomes for both wealth managers and institutional investors.
Offerings
Core capabilities Brand's website · 2026-10-04
Custom portfolio solutions; Direct indexing; Tax management solutions; Overlay strategies; Fixed income solutions; Proprietary technology platform (Radius).
Pricing Brand's website · 2026-10-04
Not explicitly stated, but implies fees based on assets under management given the nature of investment solutions.
Audience
Target industry Brand's website · 2026-10-04
Wealth managers; Institutional Investors; High Net Worth Clients.
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Claim Parametric — free →Page last updated 2026-10-17.