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    Rising to the Challenge of Famous Financial Brands

    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 pioneering leadership in this customized pursuit. 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.

    Launch Anthem

    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, Parametric makes clients feel like they are the center of the investment world.

    FIRST-EVER CABLE TV: By 2022, Parametric was creating 2X the number of custom portfolios as we did prior to working with RO3. To keep the momentum, we created the long-firm advisor scenarios here with commercial cuts to run on CNBC and Bloomberg TV.

    PRINT & DIGITAL

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    The brand awareness effort targets financial advisors through print and display, positioning Parametric as the leader in highly customized investing.

    Year One Performance

    %+

    Increase in Brand Awareness
    among target audience
    (3% to 15%)

    %

    Better display ad performance versus industry

    MM

    Impressions

    Explainer Videos

    Videos featuring motion graphics and storytelling. RO3 has deep experience in taking complex topics and making them understandable for targeted audiences.