Tax-Managed SMAs Are Still a Best Practice
China A Shares: A Little Is Enough
Customized Overlay & Customized Solutions
Assessing Low-Volatility Assets in the LDI Framework
Tax Management of Factor-Based Portfolios
WHAT DO WE DO?
We apply science, math and pragmatism to reduce volatility, unintended exposures and portfolio frictions.
WHAT DO WE BELIEVE?
>Rules trump emotion
>Risk and costs matter
>Experience drives design
Investment advisory services offered through Parametric Portfolio Associates® LLC ("Parametric"), an SEC registered investment adviser. The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the disclosure page for important information about investments and risks.
© 2017 Parametric Portfolio Associates® LLC. All rights reserved. 1918 Eighth Avenue, Suite 3100, Seattle, WA 98101.