Our observations and experience lead us to an investment philosophy and approach we call engineered portfolio solutions. Parametric portfolio managers act as investment "engineers," quantitatively creating portfolios with explicit risk and return targets and continually measuring and managing the impact of relevant costs.
Parametric has been working with private clients and their advisors since our first family office client in 1992. That pioneering work with custom indexes and tax management has lead to a wide range of innovative solutions. Creative strategies, like "better beta" emerging markets and risk/return shaping through options, have been driven by listening closely to our clients and by true collaboration with advisors.
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U.S. Equity
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International / Global Equity
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Emerging Markets Equity
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Options
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Specialty / Alternative
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Centralized Portfolio Management
