About Parametric

We were founded on the principle of discipline. Our focus has been, and will continue to be, providing systematic solutions fueled by investment science.

We continue to evolve our capabilities and technology so we can apply ingenuity to solve client challenges. While doing so, we remain grounded in our quantitative approach and seek to maintain an authentic and vibrant culture.

Through the years we’ve added talent and strategies to expand on our deep expertise and better serve the investment community. With offices in Seattle, Minneapolis, Westport and Australia we now have a global team of over 400 employees.

ingenuity

Ingenuity

We are not afraid to challenge assumptions with
a healthy dose of skepticism.

discipline

Discipline

We are focused, systematic and apply scientific
rigor to our cutting-edge execution.

authenticity

Authenticity

We are transparent and dedicated to building
genuine partnerships.

By the Numbers

Bar Graph

$220B+

Assets Under Management Across Wealth
Management and Institutional Clients*

Certificate

13 Years

Average Industry Experience
of Our Portfolio Managers

Grad hat

93

Investment Professionals
Across 2 Investment Centers

Client Facing

97

Client-Facing Professionals
Across 5 offices

*As of 3/31/2018
AUM includes the assets of Parametric Investment & Overlay Strategies and Parametric Custom Tax-Managed & Centralized Portfolio Management.

Investment advisory services offered through Parametric Portfolio Associates^® LLC ("Parametric"), an investment adviser registered with the U.S. Securities and Exchange Commission. Parametric (National Registration Database No. 42850) is also registered as a Portfolio Manager with the securities regulatory authorities in certain provinces of Canada with regard to specific products and strategies. Parametric provides advisory services directly to institutional investors and indirectly to individual investors through financial intermediaries. The information on this website 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.

© 2018 Parametric Portfolio Associates^® LLC. All rights reserved. 1918 Eighth Avenue, Suite 3100, Seattle, WA 98101.