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/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/Tax-Loss-Harvesting-An-Opportunity-amid-the-Calamity/Market-Volatility-Tax-Loss-Harvesting-Banner_2650x500.jpg
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Blog
Tax-Loss Harvesting: An Opportunity amid the Calamity
Paul Bouchey
CFA
October 2018
10/16/2018 12:00:00 AM
In a week that saw the S&P 500<sup>®</sup> Index shed more than 4% of its value, a valuable reminder that tax-loss harvesting can help many investors turn a loss into a win.
Volatility Management|Portfolio Construction and Management|
Wealth Manager|
/blog/tax-loss-harvesting-an-opportunity-amid-the-calamity
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/Market-Volatility/Blog-Market-Volatility-Banner_2650x500.jpg
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Blog
Market Volatility Spikes, but What’s “Normal”?
Tom Lee
CFA
October 2018
10/12/2018 12:00:00 AM
As investors’ stomachs churn in the wake of last week’s roller-coaster drop, perspective helps. Also: a way to make a bumpy ride a little smoother.
Volatility Management|Portfolio Construction and Management|
Institutional Investor|Wealth Manager|
/blog/market-volatility-spikes
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/Why-Contagion-Is-a-False-Diagnosis/Blog-EMContagion-Banner_2650x500.jpg
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Blog
Emerging-Market Currencies: Why Contagion Is a False Diagnosis
Tim Atwill
PhD, CFA
October 2018
10/10/2018 12:00:00 AM
Turkey. Argentina. Who’s next? According to many commentators, we’re living through an emerging-market epidemic. But what if the only thing we have to fear is fear itself?
Portfolio Construction and Management|
Wealth Manager|Institutional Investor|
/blog/why-contagion-is-a-false-diagnosis
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Blog
Ch-Ch-Changes: GICS Sectors Are Evolving—Will It Affect Your Portfolio?
Tim Atwill
PhD, CFA
September 2018
9/26/2018 12:00:00 AM
S&P and MSCI are about to migrate a number of companies to new categories in their widely used GICS sector methodology. Why? And who will—and won’t—be affected?
Portfolio Construction and Management|Better Beta|
Institutional Investor|Wealth Manager|
/blog/gics-sectors-are-evolving
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Blog
Ten Years Later: Two Lessons from the Global Financial Crisis
Paul Bouchey
CFA
September 2018
9/19/2018 8:00:00 AM
A decade after the collapse of Lehman Brothers, what have we learned? Parametric’s chief investment strategists reflect on the crisis and focus on two key takeaways.
Better Beta|Volatility Management|Portfolio Construction and Management|
Institutional Investor|Wealth Manager|
/blog/10-years-later
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Blog
Is High Tracking Error a Bad Thing?
Rey Santodomingo
CFA
September 2018
9/12/2018 12:00:00 AM
What is tracking error, and is high tracking error always bad? Find out how the formula works and why the degree of acceptable tracking error is a personal choice.
Better Beta|Portfolio Construction and Management|
Institutional Investor|Wealth Manager|
/blog/is-high-tracking-error-a-bad-thing
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Blog
Liquid Alternatives: Is There Such a Thing as a Free Lunch?
Tom Lee
CFA
September 2018
9/5/2018 12:00:00 AM
<span>True portfolio diversification means including low-correlated assets—the kind found in liquid alternatives—in your broader portfolio. In this post we look at why these vehicles may provide many investors with what they seek: something for nothing.</span>
Volatility Management|Portfolio Construction and Management|
Institutional Investor|
/blog/liquid-alternatives
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Blog
Talking Turkey: Putting Emerging-Market Currency Risk into Perspective
Tim Atwill
PhD, CFA
August 2018
8/29/2018 12:00:00 AM
The currency crisis in Turkey has turned the spotlight’s hot glare on emerging markets once again. But before you run for the exits, find out why cooler heads should prevail.
Non-Traditional Alpha|Portfolio Construction and Management|
Institutional Investor|Wealth Manager|
/blog/talking-turkey
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Blog
Millennials and Responsible Investing: Bridging the Generation Gap
Jennifer Sireklove
CFA
August 2018
8/22/2018 12:00:00 AM
When millennials’ responsible investing preferences cross paths with their parents’ portfolios, is there a way everyone can win?
Responsible Investing|Portfolio Construction and Management|
Wealth Manager|
/blog/millennials-and-responsible-investing
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Blog
Is Saudi Arabia an Emerging Market? MSCI Says Yes.
Tim Atwill
PhD, CFA
August 2018
8/15/2018 12:00:00 AM
Next year Saudi Arabia will graduate to the MSCI Emerging Markets Index, skipping the Frontier Markets Index entirely. It’s surprising, but it’s not the only surprising thing about the desert kingdom’s markets.
Non-Traditional Alpha|Portfolio Construction and Management|
Wealth Manager|Institutional Investor|
/blog/is-saudi-arabia-an-emerging-market
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Blog
Wash Sales: How to Keep Your Tax Losses from Shrinking
Rey Santodomingo
CFA
August 2018
8/8/2018 12:00:00 AM
<p><span style="color: black;">Running afoul of the IRS’s wash-sale rule is like accidentally laundering your favorite wool sweater in the hot-water cycle. Here's what you need to know to avoid being hung out to dry.</span></p>
Efficient Implementation|Portfolio Construction and Management|
Wealth Manager|
/blog/wash-sales
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Blog
Centralized Portfolio Management: The Power of One
Paul Bouchey
CFA
August 2018
8/1/2018 12:00:00 AM
Multiple portfolio managers can introduce redundant trades and reduce tax efficiency. Does centralizing this function under a single manager—a.k.a. centralized portfolio management—make more sense?
Efficient Implementation|Portfolio Construction and Management|
Wealth Manager|
/blog/cpm-the-power-of-one
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Blog
Are You Prepared for Unexpected Inflation?
Greg Liebl
CFA
July 2018
7/25/2018 12:00:00 AM
Is inflation still in check? Check. But is it up? Yup. If it spikes unexpectedly, is your portfolio prepared to ride out the turbulence? We look at one asset class that may help diversify your holdings, reduce risk, and soothe the sting of unanticipated inflation.
Alternatives|Non-Traditional Alpha|Portfolio Construction and Management|
Institutional Investor|Wealth Manager|
/blog/are-you-prepared-for-unexpected-inflation
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Blog
A Fix for the VIX?
Tom Lee
CFA
July 2018
7/18/2018 12:00:00 AM
Amid questions about manipulation, the Cboe Volatility Index—the “fear gauge”—is making a few changes. Will they instill more confidence? We look at what to expect—and what it might mean for investors.
Volatility Management|
Institutional Investor|
/blog/a-fix-for-the-vix
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Blog
Laboring Under a Misconception? A Closer Read of the DOL’s ESG Guidelines
Jennifer Sireklove
CFA
July 2018
7/3/2018 12:00:00 PM
<p style="margin-bottom: 0.0001pt;"><span>Can fiduciaries take ESG factors into account when they invest plan funds? Many interpreted the Department of Labor’s April bulletin as a firm no. But the answer isn’t quite that simple. </span></p>
Portfolio Construction and Management|Responsible Investing|
Institutional Investor|
/blog/laboring-under-a-misconception
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Blog
Domino Theory: The Trouble with Trade Wars
Tim Atwill
PhD, CFA
June 2018
6/27/2018 12:00:00 AM
<p style="margin-bottom: 0.0001pt;">As the world’s two biggest economies exchange tariff blows, what would a full-fledged US-China trade war look like for emerging-market equities—and for US consumers? We examine how the trade spat could cause three things to tip in sequence.</p>
Non-Traditional Alpha|Portfolio Construction and Management|
Wealth Manager|Institutional Investor|
/blog/domino-theory-the-trouble-with-trade-wars
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Blog
Argentina’s Capital Markets: From Hero to Goat
Tim Atwill
PhD, CFA
June 2018
6/20/2018 12:00:00 AM
Argentina might once have cried for Evita Perón, but these days—as its economy takes yet another siesta—the South American nation has much more to be sad about. What can investors learn from Argentina’s latest currency crisis?
Portfolio Construction and Management|Non-Traditional Alpha|
Wealth Manager|Institutional Investor|
/blog/argentina-capital-markets-from-hero-to-goat
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Blog
Indexes Change. Should Your Buy-and-Hold Approach?
Rey Santodomingo
CFA
June 2018
6/13/2018 12:00:00 AM
A look at the profound and subtle effects of index reconstitution—and why a simple buy-and-hold approach to passive investing isn’t as easy as it sounds.
Portfolio Construction and Management|
Institutional Investor|Wealth Manager|
/blog/indexes-change-should-your-buy-and-hold-approach
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Blog
When Volatility Strikes, a Disciplined Path to Portfolio Rebalancing
Justin Henne
CFA
June 2018
6/6/2018 12:00:00 AM
Market volatility is hard to predict. But portfolio rebalancing doesn’t have to be a constant game of catch-up. This post shows how a disciplined, policy-based portfolio overlay can help during volatile markets.
Efficient Implementation|
Wealth Manager|Institutional Investor|
/blog/when-volatility-strikes-a-disciplined-path-to-portfolio-rebalancing
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Blog
Proxy Moxie: Asserting Your Responsible Investing Values by Voting Your Shares
Jennifer Sireklove
CFA
May 2018
5/23/2018 12:00:00 AM
Find out how proxy voting works and why it’s a valuable tool for socially responsible investors. We cover the legwork involved in making an informed decision and whether your proxy vote actually makes a difference.
Responsible Investing|
Wealth Manager|Institutional Investor|Consultant|
/blog/what-is-proxy-voting-and-how-it-impacts-shareholders
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Blog
Emerging or Developed? One China, Two Narratives
Tim Atwill
Ph.D., CFA
May 2018
5/16/2018 12:00:00 AM
On the eve of China A-shares’ inclusion in MSCI’s indexes, now’s a good time to look at why China’s economy may be considered developed—but its equity markets are anything but.
Non-Traditional Alpha|Portfolio Construction and Management|
Wealth Manager|Institutional Investor|
/blog/one-china---two-narratives
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Blog
Is the VIX Rigged?
Tom Lee
CFA
May 2018
5/9/2018 12:00:00 AM
Funny things have been happening with the VIX lately. But does it mean the market for Wall Street’s fear gauge is being manipulated?
Volatility Management|
Institutional Investor|Wealth Manager|
/blog/is-the-vix-rigged
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Blog
Warren Buffett’s Hedge-Fund Bet: Understanding the After-Tax Effect
Paul Bouchey
CFA
May 2018
5/2/2018 12:00:00 AM
<p>How do the after-tax results of the Warren Buffett vs. hedge fund bet look? See the tax-adjusted returns of the S&P 500 Index compared to funds-of-funds returns. Spoiler alert: It doesn’t look pretty for the hedge funds.</p>
Better Beta|Portfolio Construction and Management|
Wealth Manager|
/blog/warren-buffetts-hedge-fund-bet
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/Three-Reasons-Concentrated-Exposure-to-One-Country-Is-Risky-for-Your-Portfolio/Bull-in-a-china-shop-web-banner.jpg
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Blog
China in a Bull Shop? Single-Country Concentration’s Risks to Your Portfolio
Tim Atwill
Ph.D., CFA
April 2018
4/25/2018 12:00:00 AM
With China now approaching 30% weight in the MSCI Emerging Markets Index, is enough finally enough? Find out how such a concentrated position can impact your emerging-markets portfolio goals.
Non-Traditional Alpha|Better Beta|
Wealth Manager|Institutional Investor|
/blog/three-reasons-a-concentrated-position-in-china-is-risky
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Blog
Three Myths of Tax Loss Harvesting
Paul Bouchey
CFA
April 2018
4/18/2018 12:00:00 AM
There are many misperceptions of how (and when) tax loss harvesting can create value for an investor. View the 3 most common myths about tax loss harvesting (TLH) and learn why you shouldn’t wait until year-end to harvest your losses.
Better Beta|Portfolio Construction and Management|
Wealth Manager|
/blog/three-myths-of-tax-loss-harvesting
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Blog
Evaluating Companies’ ESG Score: It’s No Slam Dunk
Martha Strebinger
CFA
April 2018
4/12/2018 12:00:00 AM
What does filling out an NCAA championship tournament bracket have to do with ranking companies’ ESG scores? Find out how both involve making tough decisions about a lot of variables.
Portfolio Construction and Management|Responsible Investing|
Wealth Manager|Institutional Investor|Consultant|
/blog/evaluating-company-esg-scores
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Blog
The Stories We Tell About Gold have a Home-Country Bias
Tim Atwill
Ph.D., CFA
March 2018
3/21/2018 12:00:00 AM
Find out how home-country bias can be problematic when investors tell stories about the pricing of commodities.
Portfolio Construction and Management|
Consultant|Wealth Manager|Institutional Investor|
/blog/the-stories-we-tell-about-gold-have-a-home-country-bias
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Blog
Tax-Loss Harvesting: What Were the Headline Opportunities in 2017?
Rey Santodomingo
CFA
March 2018
3/14/2018 12:00:00 AM
Find out which pockets of the market were ripe for tax-loss harvesting in 2017—despite remarkable strength in the broader market—and which tax strategies were able to capture the opportunities.
Portfolio Construction and Management|
Wealth Manager|
/blog/tax-loss-harvesting-what-were-the-headline-opportunities-in-2017
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Blog
Three Things to Know About Guns and Your Investment Portfolio
Jennifer Sireklove
CFA
March 2018
3/7/2018 12:00:00 AM
<span>Find out what investors need to know about gun company stocks in their portfolios, including how you can monitor your investments and take action, if desired.</span>
Responsible Investing|Portfolio Construction and Management|
/blog/three-things-to-know-about-guns-and-your-investment-portfolio
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Blog
Navigating the Hidden Pitfalls of Factor Investing
Paul Bouchey
CFA
February 2018
2/28/2018 12:00:00 AM
No one wants constraints, but they are often considered a necessary evil. For example, factor-based investing can introduce unintended bets into a portfolio. We explore how constraints can actually be a critical part of the success of this investment process.
Better Beta|
/blog/navigating-the-hidden-pitfalls-of-factor-investing
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Blog
Will 2018 be a Breakout Year for Commodities?
Greg Liebl
CFA
February 2018
2/21/2018 12:00:00 AM
What will 2018 bring for commodities? The current stage of the economic cycle favors commodities. As does the weakening U.S. dollar. As a result, commodity prices may very well exit 2018 on a high note.
Non-Traditional Alpha|
/blog/will-2018-be-a-breakout-year-for-commodities
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Blog
Emerging Markets in 2018: Continued tailwinds, but increasing turbulence
Tim Atwill
Ph.D., CFA
February 2018
2/14/2018 12:00:00 AM
For the first time in decades, we are experiencing a synchronized global expansion. 2018 is a good time for emerging markets investors to focus on economics but prepare for elevated political risk.
Non-Traditional Alpha|
/blog/emerging-markets-in-2018
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Blog
The Day Equity Volatility Roared Back
Tom Lee
CFA
February 2018
2/7/2018 12:00:00 AM
This week's market volatility inflicted some significant pain. On a net basis, those investment products that were shorting volatility lost nearly 95% of their value in a single day. It was a tough lesson but, in our view, it was ultimately a benefit.
Volatility Management|
/blog/the-day-equity-volatility-roared-back
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Blog
Is Your Small-Cap Exposure Right for You?
Martha Strebinger
CFA
January 2018
1/31/2018 12:00:00 AM
While both the S&P SmallCap 600<sup>®</sup> Index or the Russell 2000<sup>®</sup> Index seem like they offer the same exposures, they actually have distinct approaches and have notable, and consistent, performance differences.
Better Beta|
/blog/is-your-small-cap-exposure-right-for-you
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Blog
Socially responsible investors made waves in 2017—what’s ahead for 2018?
Jennifer Sireklove
CFA
January 2018
1/24/2018 12:00:00 AM
Interest in socially responsible investing (SRI) was strong in 2017. What’s next for 2018?
Equities|
/blog/what-is-ahead-for-responsible-investing-in-2018
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Blog
Is 2018 the time to hedge your (equity) bets?
Tom Lee
CFA
January 2018
1/17/2018 12:00:00 AM
As we ring in 2018, many cautious investors are looking over their shoulders and asking: Is this the right time to hedge equities?
Alternatives|Equities|
/blog/is-2018-the-time-to-hedge-your-equity-bets
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Blog
5 Things Tax-Aware Investors Should Know About the New Tax Law
Paul Bouchey
CFA
January 2018
1/10/2018 12:00:00 AM
Do you understand the new tax bill’s impact on your tax-managed investments? We have analyzed the situation and have some answers.
Better Beta|
/blog/5-things-tax-aware-investors-should-know-about-the-new-tax-law
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Blog
How Concentrated Are Your Dividends?
Alex Paulsen
January 2018
1/3/2018 12:00:00 AM
Has a single-minded focus on generating the highest yields led to unintended consequences for your portfolio? Learn how over concentration at the security or sector level impacts performance and diversification.
Non-Traditional Alpha|
/blog/how-concentrated-are-your-dividends
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Blog
Tax Bill Passed - NO FIFO!
Paul Bouchey
CFA
December 2017
12/21/2017 12:00:00 AM
Republican leaders have agreed on a final tax bill and it does not include a mandatory FIFO provision.
Better Beta|
/blog/tax-bill-passed---no-fifo
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Blog
The Yuan and the Truth About Emerging Markets Currencies
Tim Atwill
Ph.D., CFA
December 2017
12/13/2017 12:00:00 AM
What does the roller-coaster of the Chinese yuan mean for global markets? Most likely, it’s not what you think.
Non-Traditional Alpha|Equities|
/blog/the-yuan-and-the-truth-about-emerging-markets-currencies
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Blog
What’s in a (socially responsible investing) screen?
Martha Strebinger
CFA
December 2017
12/6/2017 12:00:00 AM
What does a basket of fruit have to do with socially responsible investing? Read our latest blog to learn more about how to use screens in portfolio construction for socially conscious investors.
Equities|
/blog/what-is-in-a-socially-responsible-investing-screen
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Blog
Giving Thanks by Giving Back
Christine Smith
Chief Operating Officer
November 2017
11/29/2017 12:00:00 AM
In this season of giving, Parametric’s Charitable Giving Program partnered with three local organizations and hosted 33 events to raise funds or collect items for those in need.
Culture|
/blog/giving-thanks-by-giving-back
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Blog
Tax Legislation: What You Need to Know About FIFO
Paul Bouchey
CFA
November 2017
11/15/2017 12:00:00 AM
<p><span>Are you ready for tax reform? Here’s what we know so far and what it means.</span></p>
Better Beta|
/blog/tax-legislation-what-you-need-to-know
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Blog
Tax Alpha: How to Measure and Maximize
Rey Santodomingo
CFA
November 2017
11/8/2017 12:00:00 AM
How do you know if your tax-efficient investment approach is working? One way to quantify your effort is by using our tax alpha equation. It can help illustrate potential outcomes and set realistic expectations based on the market environment.
Better Beta|
/blog/tax-alpha-how-to-measure-and-maximize
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Blog
An Acronym-Free Introduction to Responsible Investing
Jennifer Sireklove
CFA
November 2017
11/1/2017 12:00:00 AM
In our latest post, Jennifer Sireklove explains — in plain English — environmental, social and governance-focused investment approaches.
Better Beta|
/blog/an-acronym-free-introduction-to-responsible-investing
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Blog
How Fair Is Fair-Value Pricing?
Tim Atwill
Ph.D., CFA
October 2017
10/25/2017 12:00:00 AM
<p>Do you understand fair-value pricing and its connection to non-U.S. markets? Our latest post explains why these adjustments were put in place. However, Tim Atwill shows how fair value can meaningfully distort reality.</p>
Non-Traditional Alpha|
/blog/how-fair-is-fair-value-pricing
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Blog
Two Reasons to Consider Call Options
Tom Lee
CFA
October 2017
10/11/2017 12:00:00 AM
<span>Call options are an interesting tool for investors to keep in their tool kit. How can they be used? There are two main ways. </span>
Alternatives|Volatility Management|
/blog/two-reasons-to-consider-call-options
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Blog
Why You Should be Diversifying Your Dividends
Alex Paulsen
October 2017
10/4/2017 12:00:00 AM
We’ve talked about why diversification matters across asset classes that you think could be risky, but aren’t dividend-paying firms supposed to provide a more consistent, “safer” way to generate income?
Non-Traditional Alpha|Income Strategies|Equities|
/blog/why-you-should-be-diversifying-your-dividends
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Blog
It Is Time for Class (Hires)!
Christine Smith
Chief Operating Officer
September 2017
9/27/2017 12:00:00 AM
At Parametric, we value our culture and continue to find ways to preserve it even as we grow. A key way for us to build and develop our people is to help with training, which is why we developed our Class Hire Program.
Culture|
/blog/it-is-time-for-class
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Blog
Fear Is Not An Option: Learn the Basics
Tom Lee
CFA
September 2017
9/6/2017 12:00:00 AM
Everyone’s heard of options, but what exactly are they and why might you consider using them? Options may seem complicated but they don’t have to be intimidating. Get a refresher on options and how you might use them in our latest blog post by Tom Lee.
Alternatives|Volatility Management|
/blog/fear-is-not-an-option
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Blog
How SMAs Are Better Than ETFs
Martha Strebinger
CFA
August 2017
8/30/2017 12:00:00 AM
Want to learn more about why we believe SMAs are better than ETFs? Check out our latest blog post.
Equities|
/blog/how-smas-are-better-than-etfs
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Blog
Does Socially Responsible Investing Hurt Expected Returns?
Jennifer Sireklove
CFA
August 2017
8/23/2017 12:00:00 AM
Are virtue and outperformance mutually exclusive? Read from Parametric’s Director of Responsible Investing, Jennifer Sireklove.
Responsible Investing|
/blog/does-socially-responsible-investing-hurt-expected-returns
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Blog
Why Downside Protection Matters in Emerging Markets
Tim Atwill
Ph.D., CFA
July 2017
7/31/2017 12:00:00 AM
<p>Worried about EM drawdowns? Don’t panic, our new blog by Tim Atwill explains why downside protection matters in your EM strategy.</p>
Equities|
/blog/downside-protection-matters-in-em
