Gray Rectangle

Solutions

Our strategies apply scientific rigor and in-depth research to measure and manage risk with a sharp focus on controlling costs. All share the same DNA: they are systematic, which means no market views or tactical bets; they leverage our expertise in implementation; and they are consultative having been built through our consistent experience with clients.

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No solutions found matching the selected criteria

Solution
ESG Portfolio Construction
January 1, 0001
Investors are increasingly considering the environmental or social impact of companies. At Parametric, we specialize in implementing the investor’s vision rather than imposing our own views. Explore how we build portfolios that balance responsible investing and return objectives.
Responsible investing-SRI-ESG|
Wealth manager|Individual investor|
Solution
Volatility Risk Premium Strategies
January 1, 0001
Parametric’s VRP strategies aim to provide a significant and persistent source of return without the use of leverage or market forecasts. They do so by harvesting the "Volatility Risk Premium" - a well-researched phenomenon based on the discrepancy between the implied and realized volatility of equity index options.
Volatility|
Institutional investor|
Solution
Systematic Alternative Risk Premia
January 1, 0001
Our Systematic Alternative Risk Premia strategy is designed to capture carry, value and momentum risk premia across fixed income, equities, currencies and commodities through a rules-based approach.
Liquid alternatives|
Institutional investor|
Solution
Efficient Implementation
January 1, 0001
Solution
TIPS/Treasuries/ETFs
January 1, 0001
We help investors achieve their specific investment objectives by providing tailored management of fixed income exposures.
Income|
Institutional investor|Consultant|
Solution
Responsible Investing | SRI Portfolios
January 1, 0001
Investors are increasingly considering the environmental or social impact of companies. At Parametric, we specialize in implementing the investor’s vision rather than imposing our own views. Explore how we build portfolios that balance responsible investing and return objectives.
Responsible investing-SRI-ESG|
Wealth manager|
Solution
ESG Screen Analyzer
January 1, 0001
Parametric's ESG Screen Analyzer makes it easy to compare the impact of screens and restrictions. Now you can evaluate how characteristics, including tracking error and percent of market cap excluded, shift as your clients express their views.
Video|
Solution
Risk-Managed Put Selling (RPS)
January 1, 0001
Our Risk Managed Put Selling strategy is designed to generate returns that are less correlated to Fixed Income assets while generate returns when equity markets are up, flat, or moderately down while limiting downside risk to 5%.
Wealth manager|
Solution
Volatility Risk Premium Solutions Overview
January 1, 0001
Solution
DeltaShift
January 1, 0001
Our DeltaShift Strategy is a managed call-option writing program that seeks to enhance total return and reduce volatility in an equity portfolio without needing to adjust holdings or allocations. It offers a beta of 0.9.
Liquid alternatives|
Wealth manager|Individual investor|
Solution
Elevated Beta VRP
January 1, 0001
Our Elevated Beta VRP strategy seeks to outperform the S&P 500® Index over a full market cycle with less volatility while capturing VRP and offers a beta of 0.75.
Solution
Commodity
January 1, 0001
Our Commodity strategy seeks to avoid the concentrations that occur in mainstream commodity indexes by investing broadly across commodity types and rebalancing to capture a premium.
Commodities|
Wealth manager|Institutional investor|Consultant|
Solution
International Equity
January 1, 0001
Our International Equity strategy is designed to provide all-cap exposure to countries with the potential to outperform the index with less volatility and a focus on low beta securities. By systematically rebalancing at the country and sector level, we seek to capture a premium.
Developed international|
Institutional investor|Consultant|
Solution
Better Beta
January 1, 0001
Solution
Factor Investing
January 1, 0001
Factors, including size, value, momentum, quality, low volatility, and dividend yield can provide additional return opportunities but can also introduce unintended sector bets. Learn more about Parametric’s flexible approach to factor investing.
Factors|
Wealth manager|
Solution
Active Ownership
January 1, 0001
Investors are increasingly considering the environmental or social impact of companies. At Parametric, we specialize in implementing the investor’s vision rather than imposing our own views. Explore how we build portfolios that balance responsible investing and return objectives.
Wealth manager|Individual investor|
Solution
Global Defensive Equity Strategy
January 1, 0001
Our Defensive Equity strategies aim to deliver comparable long term returns and lower volatility as compared to their respective indexes with more predictable outcomes than traditional low volatility strategies. It offers a beta of 0.5.
Liquid alternatives|
Institutional investor|
Solution
Tax Management Services
January 1, 0001
Tax management is more than just harvesting losses, even though many firms stop there. Our continuous tax management process optimizes for tax-efficiency and risk-related improvements. Read more about Parametric’s tax management capabilities.
Tax management|
Wealth manager|
Solution
Portfolio Lab
January 1, 0001
The Portfolio Lab helps advisors and their clients explore the flexibility and efficiency of Parametric’s tax-managed investment solutions.
Video|
Solution
Defensive Equity Strategy
January 1, 0001
Our Defensive Equity (DE) Strategy offers liquid access to an alternative risk premia that is uncorrelated with traditional asset classes while helping diversify overall portfolio risk. It seeks to structurally reduce equity market risk, while adding a relatively uncorrelated risk premium to enhance returns.
Liquid alternatives|Volatility|
Institutional investor|Consultant|
Solution
Defensive Equity Strategy for Advisors
January 1, 0001
Our Defensive Equity (DE) Strategy offers liquid access to an alternative risk premia that is uncorrelated with traditional asset classes while helping diversify overall portfolio risk. It seeks to structurally reduce equity market risk, while adding a relatively uncorrelated risk premium to enhance returns.
Volatility|Liquid alternatives|
Wealth manager|
Solution
Policy Implementation Overlay Services
January 1, 0001
Our Policy Implementation Overlay Services (PIOS) solution is a comprehensive, custom overlay that seeks to efficiently achieve an investor’s policy objectives related to exposure management and securitizations while helping minimize transaction costs.
Overlay|
Institutional investor|Consultant|
Solution
Energy MLP
January 1, 0001
Our Energy MLP strategy aims to efficiently deliver the risk and return of the Alerian MLP Index in a tax-sensitive manner by investing in 10 of the most prominent energy master limited partnerships (MLPs).
Income|
Wealth manager|
Solution
Enhanced Income Core
January 1, 0001
Our Enhanced Income Core strategy seeks to provide a high level of current income, with capital appreciation as a secondary objective while enhancing diversification and reducing risk by employing a series of proprietary rankings and filters. Also available in a tax-advantaged version.
Income|
Wealth manager|
Solution
Dynamic Put Selling
January 1, 0001
Our Dynamic Put Selling Strategy is an absolute return strategy that captures VRP through the sale of fully collateralized equity index options. It offers a beta of 0.1.
Liquid alternatives|
Institutional investor|
Solution
Non-Traditional Alpha
January 1, 0001
Solution
Liability Driven Investing | LDI Investing
January 1, 0001
Our Liability-Driven Investing (LDI) solutions seeks to simplify the process for plan sponsors by implementing glide path or de-risking programs.
Income|
Institutional investor|Consultant|
Solution
Centralized Portfolio Management
January 1, 0001
Our Centralized Portfolio Management (CPM) process seeks to simplify and enhance investment implementation. In addition to implementation efficiency, the CPM process allows for truly customized tax management, restrictions management and asset class rebalancing.
Centralized portfolio management|
Wealth manager|
Solution
Custom Core
January 1, 0001
Custom Core is a separately managed account (SMA) you can customize to achieve the precise market exposure your clients seek. They gain the consistent performance and diversification of index-based vehicles in a flexible, personalized portfolio.
Wealth manager|
Solution
Low Beta VRP
January 1, 0001
Our Low Beta VRP strategy seeks to capture VRP using a transparent and rules-based investment process without the use of leverage. It offers a beta target of 0.3, comparable to many hedge funds.
Institutional investor|
Solution
Emerging Markets Strategy
January 1, 0001
Our Emerging Markets strategy is designed to provide all-cap exposure to countries with the potential to outperform the index with less volatility. By systematically rebalancing at the country level, we seek to capture a premium.
Emerging markets|
Institutional investor|Consultant|Wealth manager|
Solution
Dividend Income
January 1, 0001
Our Dividend Income strategy seeks to build a diversified portfolio of durable dividend payers in order to provide a steady source of dividend income while outperforming the NASDAQ Dividend Achievers Select index on a total return basis.
Income|
Wealth manager|Individual investor|
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