Financial Services Review: Building Personalized Portfolios through Direct Indexing

Disclosures:
The Financial Services Review's "Top Direct Indexing Solutions 2026" awards are granted by an independent editorial research and peer review process, recognizing Parametric's longstanding leadership in personalized tax-managed investing. The Editorial Board attests that the selection of Parametric Portfolio Associates was conducted via a bona fide editorial process. Selection was based on a proprietary methodology evaluating service innovation, regulatory & operational standing, market influence & thought leadership and client-centric metrics. No pay-for-placement fees were accepted.

Parametric has not paid to be considered for this award. This award is based on the analysis of and information gathered by The Financial Services Review using its own methodologies and criteria. There is no guarantee that similar rankings or awards will be obtained by Parametric in the future. Past performance is no guarantee of future results.

Parametric uses rules-based, proprietary investment techniques and analyses in making investment decisions. These strategies seek to take advantage of certain quantitative and/or behavioral market characteristics identified by Parametric, utilizing rules-based country, sector and commodity weighting processes, structured allocation methodologies and disciplined rebalancing models. These investment strategies have not been independently tested or validated, and there can be no assurance they will achieve the desired results.

Diversification does not eliminate the risk of loss.

There is no assurance that a separately managed account (“SMA”) will achieve its investment objective. SMAs are subject to market risk, which is the possibility that the market values of the securities in an account will decline and that the value of the securities may therefore be less than what you paid for them. Market values can change daily due to economic and other events (e.g. natural disasters, health crises, terrorism, conflicts and social unrest) that affect markets, countries, companies or governments. It is difficult to predict the timing, duration, and potential adverse effects (e.g. portfolio liquidity) of events. Accordingly, you can lose money investing in an SMA.

Investment strategies that seek to enhance after-tax performance may be unable to fully realize strategic gains or harvest losses due to various factors. Market conditions may limit the ability to generate tax losses. Tax-loss harvesting involves the risks that the new investment could perform worse than the original investment and that transaction costs could offset the tax benefit. Also, a tax-managed strategy may cause a client portfolio to hold a security in order to achieve more favorable tax treatment or to sell a security in order to create tax losses. Prospective investors should consult with a tax or legal advisor before making any investment decision.