Articles from Parametric Portfolio Associates, LLC

Customization and tax management are key priorities for the vast majority of affluent investors according to a new research study authored by Cerulli Associates. Parametric Portfolio Associates, LLC (Parametric) engaged Cerulli to research and develop a report detailing the evolving role of customization within the U.S. retail wealth management industry. Customized at Scale: A Framework for Next-Generation Advisory Platforms reveals comprehensive tax-aware portfolio customization is shaping the future of wealth management and indicates that scalable, tax customization is rapidly becoming a baseline expectation not just for high-net-worth (HNW) clients, but increasingly for investors of all levels.