institutional investors banner
Institutional Investors

Parametric is a leading investment solutions partner with a 30-year history of helping investors meet their unique portfolio objectives. We use a systematic, rules-based approach to deliver transparent, predictable, repeatable outcomes for institutions, high-net-worth individuals, and fund investors in North America and around the globe.

From exposure management to alternatives to equities, our solutions can be customized to meet our clients' unique needs. Parametric has $415B+ in assets under management as of March 31, 2022, and is headquartered in Seattle, with offices in Minneapolis; New York City; Boston; Westport, Connecticut; and Sydney, Australia.

Existing Clients. Access the Institutional Center for account reports, statements, and more.

Events, insights, and research


Systematic Tax-Loss Harvesting in Laddered Bond Portfolios

Dan Codreanu}
Issac Kuo}

Systematic TLH helps laddered bond investors improve their portfolios’ after-tax performance, especially in today’s rapidly changing market.

Read more

See more: events | blog posts | whitepapers

This Material Is Intended for
Institutional Investors Only

By clicking Agree, you acknowledge that you have read the terms detailed below. You also confirm that you are a qualified institutional investor or a consultant to qualified institutional investors and wish to proceed. Parametric does not provide legal, accounting, or tax advice or consulting service.

The information on this area of the Parametric Portfolio Associates® LLC (“Parametric”) website is intended for qualified institutional investors and their consultants. This information is not intended for accredited investors in any jurisdiction outside the United States in which the distribution or sale of Parametric investment services is not authorized.

It is published for informational purposes only and does not purport to address the financial objectives, situation, or specific needs of any investor. If you do not qualify, the information shown on this site (which may include information about our investment strategies and products, market commentary, and composite performance) may not be relevant or appropriate for you. Certain solutions discussed in these materials will be subject to minimum investment amounts and other restrictions that apply. There can be no assurance that any investment product or strategy will achieve its investment objectives or that there will be any return of capital. Performance may be volatile, and investors could lose all or a substantial portion of their investment.

I acknowledge that I am a qualified investor and that I have read, understand, and agree to the above conditions.