At Parametric, we have decades of expertise in working with Registered Investment Advisors, family offices, broker-dealers, and investors. We take our relationships seriously. Our commitment to you is that we are available throughout the process. This allows you to retain an active role while we help extend your reach with the resources you need to stay nimble.
See how we’ve helped wealth managers turn their client challenges into opportunities.
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For 30 years, customizing portfolios to unique client goals has been our core pursuit. Discover how you can partner with Parametric to make passive investing personal.
More to explore
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.
How Can CEF Investors Maintain Balance in a Rising Rate Environment?
by Mark Milner, Senior Investment Strategist
May 12, 2022
Updates on the state of capital markets. Today: The impact of rising interest rates on closed-end funds.
Short-Term Reversal Factor: A Balancing Act
by Jeremy Milleson, Director, Investment Strategy
May 9, 2022
Strike the right balance between maximizing after-tax returns and aligning with benchmarks.
Green Bonds, Greener Planet: How Fixed Income Investors Can Help Solve the Climate Crisis
by Lauren Kashmanian, Director, Portfolio Management and Responsible Investing
May 4, 2022
Investor interest in sustainability is rising, and ESG bond issuance is rising with it. What makes a bond issue green?