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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.
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More to explore
Midyear Bond Outlook: A Stronger Economy Supports Lower Volatility
by David Grean, Associate Portfolio Manager; Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
July 19, 2021
The reopening economy hasn’t come without drawbacks—but compared with last year’s headaches, bond investors can expect a much less dramatic second half of 2021.
Stars in Your Eyes: How Credit Upgrades Benefit Corporate Bond Investors
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
July 12, 2021
A record number of corporate bonds were downgraded to high-yield status in 2020. Will they see a turnaround along with the greater economy?
What Investors Should Know About ESG in Fixed Income
by Lauren Kashmanian, Senior Portfolio Manager
July 6, 2021
Aren’t all municipal bonds “responsible?” How green are green bonds, anyway? We answer common questions about applying ESG criteria to fixed income.
The Time for Comprehensive, Mandatory, and Consistent Climate Risk Disclosure Is Now
by David Post, Senior Investment Strategist, Responsible Investing
July 1, 2021
Both investors and regulators agree: The world can’t wait to tackle climate change. That’s why mandatory climate reporting is vital.
Tax Change Proposals: Six Things to Keep in Mind
by Andrew Subkoviak, Senior Investment Strategist
June 28, 2021
Investors might wonder how the Biden administration’s ambitious proposals might affect their tax burdens. Though the answer remains unclear, these six facts should reduce anxiety.
Transitioning to a New Market Cycle Requires a Fresh Look at Risk
by Thomas Lee, Chief Investment Officer, Equities and Derivatives
June 21, 2021
Investor anxiety is shifting from the impact of COVID-19 to the changes that may come with the removal of stimulus measures. We share three ways to prepare your portfolio.