
Custom Portfolio Solutions for Wealth Managers and Institutions
Across asset classes, Parametric offers investors the precise market exposures they seek—all while helping to manage risk, reduce tax, and elevate outcomes. Discover transparent, systematic solutions tailored for:
As of 3/31/2023

Tax-Loss Harvesting
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Completion Portfolio Management: Using Completion Overlays and Sleeves to Help Enhance Portfolio Flexibility


by Paul Bouchey, Global Head of Research; Richard Fong, Director, Investment Strategy
May 15, 2023
There are two approaches to using a completion manager as a natural extension to a traditional institutional investing framework. Learn the ins and outs of both.
