Parametric Proprietary Technology Platform Radius Helps Accelerate Asset Growth in Its First Year, Drives Enhanced Data Analysis and Allows Increased Trading Volume
Parametric Portfolio Associates LLC (Parametric), part of Morgan Stanley Investment Management (MSIM), announced today that Radius, its proprietary integrated multi-asset technology platform contributed to more than 19% asset growth and account growth in its first year, while helping deliver tax efficiency for clients. Radius, launched in January 2025, integrates capabilities across asset classes to facilitate a highly customized, seamless client experience beginning with account onboarding and extending through ongoing account management and reporting. It delivers cloud-native scale enabling advanced data analysis across hundreds of thousands of investment portfolios every day and powers higher trading volume.
Parametric Announces New Additions to its Custom Active Partner Network; Expands Overall Offering With 16+ New Strategies
Parametric Portfolio Associates LLC (Parametric), part of Morgan Stanley Investment Management (MSIM), today announced new partnerships with Harding Loevner and Schafer Cullen Capital Management to deliver the Custom Active solution, an innovative tax optimization capability for active equity managers. Parametric expanded its Custom Active offering with more than 16 new strategies added year-to-date across its partner network and now includes MSIM’s Applied Equity Advisors suite of strategies.
Parametric expands Custom Active platform introduces more than 35 new strategies; new partnerships with Columbia Threadneedle Investments, Lord, Abbett & Co. LLC, PGIM, Polen Capital and Voya Investment Management
Parametric Portfolio Associates LLC (Parametric), part of Morgan Stanley Investment Management (“MSIM”), today announced new partnerships with Columbia Threadneedle Investments (“Columbia Threadneedle”), Lord, Abbett & Co. LLC (“Lord Abbett”), PGIM, Polen Capital and Voya Investment Management for the Custom Active solution, an innovative tax optimization capability for asset managers. MSIM also added more than 35 new strategies from both its latest and existing asset manager partners. These active equity strategies offered under the Custom Active solution are tax-managed by Parametric and can be customized for other considerations.
Parametric Expands Custom Active Platform With Additional Strategies From Capital Group, MSIM and New Partner Lazard Asset Management
Parametric Portfolio Associates LLC (Parametric), part of Morgan Stanley Investment Management (MSIM), is pleased to announce Lazard Asset Management as a new partner for the Custom Active solution, an innovative tax optimization capability for asset managers. Following the success with previously announced partner Capital Group, Parametric is introducing several new strategies that use the Custom Active solution for tax efficiency and other customization considerations.
Majority of HNW Advisors Remain Unfamiliar with Direct Indexing, Finds Survey From Parametric and Cerulli
Parametric Portfolio Associates LLC (Parametric), the leading direct indexing provider, today released findings from a survey of advisors serving high-net-worth (HNW) investors. Sponsored by Parametric and conducted by Cerulli Associates, the survey revealed that even though direct indexing is primed to grow at an annualized rate of more than 12% over the next five years, the majority of advisors surveyed were unfamiliar with the strategy despite embracing the most valued benefits of it – tax management and customized exposures.
