Custom Portfolios—the investment world revolving around you.
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. I created Parametric’s first advertising campaign in three decades, centered around a new tagline, Custom to the Core, with lively executions designed to drive awareness across financial channels.
CUSTOM TO THE CORE
The leader in custom investing.
This time it's personal—the campaign captured how Parametric helps clients build
passive investment portfolios unique to each individual, using the names of well-known
indexes as a hook to build the customization message around.
CLICKS
+360%
GREATER THAN INDUSTRY AVERAGE
AWARENESS GAIN
+12%
3% TO 15% IN YEAR ONE
IMPRESSIONS
100MM
The leader in custom investing.
BRAND VIDEO
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.
DIGITAL
A selection of the personalized index concepts.