Parametric Portfolio Associates

Know Parametric

Parametric is a leading asset management firm providing global investment management services to institutional and individual investors around the world. Parametric offers a broad set of solutions − quantitative, rules-based approaches aimed at risk-managed outperformance, customized market capture strategies, and options/hedging strategies designed to tailor a portfolio’s risk/return profile.

Clients can access Parametric strategies through a number of vehicles, including individual and institutional separate accounts, and pooled investment structures. Parametric is focused on delivering and evolving a range of investment solutions, each grounded in the right blend of risk, cost, and return.

Our clients include: individuals, financial professionals, qualified plans, foundations/endowments, insurance companies, and third-party mutual funds.

News and Featured Content

Tax Changes Are Coming
There is a good chance tax rates will go up next year. Our new tool can help you measure the benefits of realizing gains now, versus deferring into a higher tax rate environment. Click here.

Taxes & Politics Research Brief
With the potential of increased tax rates on the horizon, is it time to realize some gains? Our paper "Prepare For Higher Tax Rates: Pay Now, or Later? Revisited" helps rationalize the decision. Click here.

Webinar Replay: Politics & Taxes 2012
What is likely to happen in Washington this election season and how will that affect investment tax rates? To listen to this webinar featuring Andy Friedman & Rey Santodomingo, click here.

Parametric Perspectives
Read our latest newsletter, which features a discussion of Tail-Risk and methods for mitigating its impact. Click here.

Structured Active Portfolios
Parametric offers a broad array of investments that provide diversified exposure to an asset class, with a systematic, rules-based rebalancing feature… Learn More.