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About Parametric
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Liability-Driven Investing
Overlay
Responsible Investing
Volatility Risk Premium
See all institutional investor solutions
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Custom Active
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How to Fit Direct Indexing into a Client’s Current Portfolio
March 31, 2025
Blog
How to Fit Direct Indexing into a Client’s Current Portfolio
Jeremy Milleson
Director, Investment Strategy
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Direct indexing
Tax management
Fixed income
Equities
Wealth manager
