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Making investors feel like the center of the investment world.

Parametric has spent 30 years helping financial advisors craft custom passive portfolios for high net worth investors. With brands like Goldman Sachs and Charles Schwab entering a growing space known as direct indexing, Parametric needed messaging that brought to life its 30 years of customization leadership. Rule of 3 created Parametric’s first advertising campaign ever centered around a new tagline, Custom to the Core, with lively executions designed to drive awareness across financial channels.


RO3’s launch film captured the range of custom solutions Parametric engineers—investments with

distinct advantages over common mutual funds and ETFs. As the video suggests, with Parametric, an entire

well-known index becomes your own index.


Video and digital drove to dedicated landing page:


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