OVERLAY PARTNERSHIPS

An essential role of an overlay manager is to help sponsors create custom UMA programs specifically designed to meet the needs of their consultants and clients. This process includes assisting the sponsor with decisions outside of overlay portfolio management.

Parametric has enjoyed assisting current OverlayOne clients with:
  • Marketing
  • Product Design
  • Legal & Compliance
  • Billing
  • Pricing
  • Manager Relationships
  • Operations

Hiring an overlay manager is a major decision for a sponsor.

Parametric is pleased to have offered its advisory services through the following sponsors:
  • SEI
  • Assetmark
  • Morgan Keegan
  • A.G. Edwards
  • Bank of America
  • Ameriprise
  • Schwab
  • Pitcairn
  • Fortigent
  • Merrill Lynch
  • Prudential
  • Deutsche Bank Alex Brown
  • Draughn Partners
  • Steifel Nicholas
  • Threshold
  • UBS
  • Rehmann

Every one of Parametric's OverlayOne clients requires a customized overlay solution. Parametric's flexibility of implementation offers unique solutions to meet these needs.

We have experience with a wide variety of program features including:
  • Open and closed systems for manager selection and weightings
  • Strategic and tactical asset allocation
  • All manner of mutual funds and ETFs
  • Rep as portfolio manager programs
  • Separate account fixed income
  • All forms of reporting