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.
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For nearly 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 Direct Indexing?
by Brian Langstraat, Chief Executive Officer
November 15, 2021
If you’re not sure, you’re not alone. Get a quick primer on how this method of investing works, what its advantages are, and which types of investors may see the greatest benefit.
What’s the Best Way to Maximize the Tax Benefits of Charitable Giving?
by Jeremy Milleson, Director, Investment Strategy
November 8, 2021
Cash or securities? Different approaches to charitable giving can yield very different after-tax results for investors.
Why Does Everyone Keep Trying to Kill the 60/40 Portfolio?
by Thomas Lee, Chief Investment Officer, Equities and Derivatives
November 1, 2021
The balance provided by a 60/40 portfolio plays a key role in a diversified portfolio.
Putting an Overlay Program to Work for You
by Justin Henne, Managing Director, Investment Management and Strategy; Dan Wamre, Senior Portfolio Manager
December 1, 2021
How can an overlay strategy work for you?
Investing in Clean Technologies
by Gwen Le Berre, Director, Responsible Investing
December 1, 2021
How can investors deploy responsible-investing principles in the clean-technology sector to promote sustainability and help fight climate change?
Is Now the Time to Reach for Yield with Municipals?
by Christopher Harshman, Director, Portfolio Management (emeritus)
October 19, 2021
How can investors navigate the turbulent waters of municipal-bond credit-risk spread? The answer may be: “Wait and see.”