THE PARAMETRIC STORY

In 1987, with backing from Pacific Mutual Life Insurance Company, Parametric opened its doors. Initially focused on the institutional investment world, Parametric broadened its business and investment scope in 1992 with a custom portfolio for a private family office.

The 1990s brought considerable attention to, and innovation in, the areas of structured portfolios, tax-efficiency, and client customization. Parametric grew as it extended products into the areas of non-U.S. portfolios, emerging markets, and overlay management for separately managed retail account programs.

During this time, our client list expanded to include institutions, family offices, financial advisors, and significant financial intermediaries.

In 2001, with funding and support from a Seattle private equity firm, Parametric's management team organized a buy-out of the firm from PIMCO Advisors, its institutional owner. In 2003, Eaton Vance became a majority shareholder and strategic partner. With Eaton Vance on board, Parametric increased its ability to innovate and serve clients and their advisors.

Parametric's clients include high-net-worth individuals, families, mutual funds, a variety of investing institutions, and their advisors. In general, Parametric accepts clients directly with account minimums in excess of $10 million. Through relationships with select financial advisors and intermediaries, Parametric manages individual accounts at significantly lower minimums.