MARKETING MATERIALS

Thank you for your interest in Parametric. For more information about our company, products and services, please feel free to download the files below. Included are company and product brochures, fact sheets, performance data and sample reports.

GENERAL

  Parametric Overview Brochure

STRUCTURED PORTFOLIOS

Parametric Tax Managed Core (TMC)
  TMC Brochure
  TMC vs. ETFs and Mutual Funds
  TMC Sample Transition Analysis

Parametric DeltaShiftSM

  DeltaShift Brochure
  DeltaShift Fact Sheet
  DeltaShift Covered Call Case Study

Parametric Emerging Markets Strategy

   Emerging Markets Strategy Update:
Control of Country Contribution to Tracking Error
  The Tale Of Two Markets:
A Brief Look at Crisis and Recovery in the Emerging Markets

OVERLAY MANAGEMENT
  The Value of Overlay Portfolio Management Within a UMA - Summer 2009
  The Value of Overlay Portfolio Management Within a UMA - Summer 2008