SEATTLE - Februaruy 18, 2026

Parametric Portfolio Associates LLC (Parametric), part of Morgan Stanley Investment Management (MSIM), announced today that Radius, its proprietary integrated multi-asset technology platform contributed to more than 19% asset growth and account growth in its first year, while helping deliver tax efficiency for clients. Radius, launched in January 2025, integrates capabilities across asset classes to facilitate a highly customized, seamless client experience beginning with account onboarding and extending through ongoing account management and reporting. It delivers cloud-native scale enabling advanced data analysis across hundreds of thousands of investment portfolios every day and powers higher trading volume.

“Today’s investors want customized, multi-asset solutions that address a full range of investment needs, and they want to access them within a single portfolio,” said Ranjit Kapila, Co-President and Chief Operating Officer, Parametric. “Technology innovations like Radius are critical to delivering highly personalized solutions at scale, while making account management fast, flexible and accessible.”

Parametric provides customized solutions to both institutional and retail investors across a wide range of rules-based investment strategies including tax management, direct indexing, custom portfolio solutions and factor-based equities. Radius automates and scales these complex functions, which makes it easier to manage a large number of highly customized accounts that are tailored to each investor’s distinct needs and preferences.

Key features of Radius include:

• Cloud native scale enables large data volumes to interact reliably and efficiently
• Increased trading capacity powers significantly higher trading volumes that seek to deliver greater tax efficiency through systematic loss harvesting
• Enhanced reporting tools offer clients comprehensive transition analysis reports and a range of analytical options including pretax and after-tax return illustrations
• Simplified client onboarding results in high-speed account activation and the ability to incorporate scenario modeling from prior transition analyses.
• Streamlined data architecture offers increased customization across asset classes and specific investment preferences
• Dynamic automation for formerly manual workflows and operational tasks

“We will continue to enhance Radius and evolve the platform, but year one has already helped us improve our interactions with clients , created an opportunity for greater scale and positioned us to more easily integrate our systems with end user platforms,” said Kapila.

Radius is positioned to continue increasing scale for both the fixed income tax optimized business, as well as the equity direct indexing business, thereby improving the advisor and client experience by reducing onboarding times and streamlining portfolio activities.

About Parametric

Parametric partners with advisors, institutions, and consultants to build innovative portfolio solutions focused on achieving their long-term financial objectives. A leader in custom solutions for more than 30 years, Parametric helps investors efficiently access market exposure, solve implementation challenges, and design multi-asset portfolios that respond to evolving needs. Parametric also offers systematic alpha strategies to complement clients’ core holdings. Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. Learn more at www.parametricportfolio.com.

About Morgan Stanley Investment Management

Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and $1.9 trillion in assets under management or supervision as of December 31, 2025. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im.