STRUCTURED PORTFOLIOS
A range of investment products for the investor who values risk control, cost
control, and customization delivered with consistency and transparency of
approach... Learn More
OVERLAY PORTFOLIO MANAGEMENT
A powerful package of technology and portfolio management services to
coordinate and deliver a successful UMA program...
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Why Parametric?
At Parametric, you won't find market pundits or star stock-pickers, but you will
find creative, thoughtful people who build and apply advanced technology to
help achieve investment goals. A Parametric investment solution is typically
based on rigorous research, a good helping of math, powerful computers and
proprietary software.
We're not a startup. We're not a behemoth. We think we've found the right mix of
size and hunger—of stability and entrepreneurship.
Parametric Tax Managed Core (TMC): Better Beta
Investors and their advisors increasingly seek core market exposure as they
structure portfolios. Consistently capturing the performance and risk
attributes of a given market or market segment (a "beta") is important in
delivering the benefits of asset allocation. Doing so tax-efficiently is a
powerful way for investors to grow and maintain wealth.
Emerging Markets: Portfolio Structuring to Capture Long-Term Growth
Emerging market equities are now firmly established as a dedicated asset class.
The number of investment opportunities in terms of markets and companies listed
has increased substantially in the past two decades. This paper describes
portfolio construction concepts designed to efficiently capture long-term,
emerging market equity returns.
