Parametric

Parametric is a good firm.

They do a few things well.

• They are a pioneer in direct indexing solutions. They place a high priority on tracking errors and ESG themes.
• They also utilize a rules-based approach.
• Where Symmetry differs is :
• We put a greater emphasis on personalization when it comes to portfolio construction.
• Symmetry places a higher priority on offering more robust Tax Alpha solutions for complex tax-sensitivities.

Symmetry’s primary focus is to offer innovative investment and tax management solutions and provide a positive experience for investors.