| About Us: |
Parametric is the industry-leading provider of structured portfolio management,
headquartered in Seattle, Washington. Parametric and its affiliate, Parametric
Risk Advisors, offer a variety of structured portfolio solutions, including
customized core equity portfolios (U.S., non-U.S. global Tax-Managed CoreTM),
options strategies (DeltaShiftSM) and overlay
portfolio management (OverlayOneTM).
|
| Products and Services: |
STRUCTURED PORTFOLIOS
Tax-Managed CoreTM
Separately managed, customizable, index-based portfolios. In this approach, the
natural benefits of an index-based portfolio (diversification, low cost, and
low capital gain realization) are combined with proactive tax management. The
result is an outstanding core portfolio that can be customized to fit many
different investor parameters.
DeltaShiftSM
A series of disciplined option trading strategies, including covered call
writing (DeltaShiftSM) and hedging of
concentrated stock positions (Delta AdvisorySM).
These strategies have clearly defined investment goals, efficient modeling, and
institutional quality execution and risk management.
Structured Emerging Markets
In 1994, Parametric created a proprietary and unique process for structuring a
portfolio seeking long-term exposure to the equity markets of developing
countries. Diversification, disciplined rebalancing, and cost control are the
hallmarks of this successful approach.
OVERLAY PORTFOLIO MANAGEMENT
OverlayOneTM
Parametric applies risk control, tax-management, and proprietary technology to
serve sponsors of Multi-style Portfolio (MSP) or Unified Managed Account (UMA)
separately managed account programs. As an overlay manager, we coordinate all
account maintenance, trading, rebalancing, and tax management within a single
account.
|
