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.
Custom to the Core
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
Extreme Weather Events: Assessing Climate Risk in the Municipal Bond Market
by Lauren Kashmanian, Senior Portfolio Manager
September 20, 2021
Now is the time for municipal bond investors to mitigate climate risk.
China’s Regulatory Crackdown: A Cautionary Tale for Investors
by Jennifer Sireklove, Managing Director, Investment Strategy; Greg Liebl, Senior Investment Strategist
September 14, 2021
How will recent regulatory shifts in China affect investment strategy? A diversified approach is the key to spread out exposure.
Expanding the Boundaries of Fixed Income Investing by Elevating Taxes as a Crucial Element of Customization
by Jonathan Rocafort, Managing Director, SMA Portfolio Management
August 30, 2021
How important are taxes in customizing a fixed income portfolio?
What Can Investors Do About the Devastating Impact of the Pandemic on Workplace Equity?
by Gwen Le Berre, Director, Responsible Investing
August 26, 2021
Progress toward diversity—and disclosure—continues
Patience Is a Virtue in Portfolio Construction
by Evan Rourke, Director, Portfolio Management
August 16, 2021
Even in the fast-paced world of investing, slow and steady can win the race.
The Parametric Emerging Markets Strategy: A Third Way of Emerging Markets Investing
by Greg Liebl, Senior Investment Strategist
September 23, 2021
As investing in emerging markets becomes more popular, there are disadvantages to both active and passive investing strategies. We suggest a third way.