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Parametric investor philosophy
Our approach at Parametric has always been to create disciplined, rules-based strategies. They tend to evolve slowly and aren’t swayed by tactical views on valuations or market direction. From this standpoint, we construct portfolios with explicit risk and return targets while continually measuring and managing the impact of relevant costs. Explore how you and your clients can benefit from our strengths.
Institutional investors
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Wealth managers
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More to explore
Fighting Fire: How Commodities Help Beat Back the Flames of Inflation
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
June 28, 2022
Can commodities help in times of high inflation?
By the Numbers: Calculating the Value of Tax Management
by Jennifer Sireklove, Managing Director, Investment Strategy
June 21, 2022
How can clients put after-tax performance in perspective? Discover how customized after-tax benchmarks and tax alpha work together to isolate the value of active tax management.
Four Easy Steps to Building a Responsible Investing Portfolio
by Jennifer Sireklove, Managing Director, Investment Strategy
June 15, 2022
Want to know how to create a portfolio on principle? Learn how investors can begin their responsible investing journey.
Seeking Shelter in a Market Storm: Understanding the Market Discount Rule
by Evan Rourke, Director, Portfolio Management
May 31, 2022
How can investors find value in the protection of the market discount rule?
What Is Tax Management?
by Jennifer Sireklove, Managing Director, Investment Strategy
May 23, 2022
Maximizing investors’ long-term wealth takes thoughtful tax management. Learn what that involves—and how direct indexing can be a powerful part of every advisor’s tool kit.
How to Avoid Greenwashing in Bond Portfolios
by Lauren Kashmanian, Director, Portfolio Management and Responsible Investing
May 16, 2022
What should fixed income investors make of bonds with a green use of proceeds but a not-so-green issuer? Find out if greenwashed bonds belong in responsible investing portfolios.