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Resource Center

ThinkAdvisor offers a wide range of whitepapers, case studies, eBooks and other resources provided by industry leaders and created specifically for advisors. View the free Resource Center content below today! For information on posting content or content syndication here, please contact Tracey Zwolak.

 
Resources From Parametric

  • Making Passive Investing Personal

    For the average investor, a passive allocation means an index fund. But what if your client could build their own index? Download this guide and learn how you can help clients achieve more control in their passive exposure. READ MORE ›
     

  • Applying Tax-Loss Harvesting to a Fixed Income SMA

    Tax-loss harvesting (TLH) strategies are not just for stock portfolios. Read this article and learn how this often-misunderstood concept can be deployed to fixed income SMAs on a year-round basis for tax advantages. READ MORE ›
     

  • What is Direct Indexing?

    You may have read about direct indexing in the financial press or your clients may be asking about it. Read this article for a short primer to help you understand it. READ MORE ›
     

 

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