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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Better Beta

> Customized SMAs
> Tax Management
> Responsible Investing
> Factor Investing

Non-Traditional Alpha

> Volatility Risk Premium
> Emerging Markets
> Dividend Income
> Systematic Alternative Risk Premia
> Commodities

Elevated Portfolio

Efficient Implementation

> Customized Exposure Management
> Overlay Services
> Centralized Portfolio Management

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Solution

Portfolio Construction and Management

January 0001

Parametric’s portfolio construction & management solutions help investors better implement their investment objectives while considering costs and efficiency.

/solutions/portfolio-construction-and-management

Solution

Volatility Risk Premium Strategies

January 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 Management|

Institutional Investor|

/solutions/non-traditional-alpha/volatility-risk-premium

Solution

The VRP Suite

January 0001

/solutions/non-traditional-alpha/volatility-risk-premium/overview-of-vrp/the-vrp-suite

Solution

Transition Analysis Explorer

January 0001

Parametric’s Transition Analysis Explorer helps you illustrate the balancing act between tracking error and the deferral of gains to your investors.

Video|

/solutions/better-beta/custom-core/transition-analysis-explorer

Solution

Systematic Alternative Risk Premia

January 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.

Alternatives|

Institutional Investor|

/solutions/non-traditional-alpha/systematic-alternative-risk-premia

Solution

Efficient Implementation

January 0001

/solutions/efficient-implementation

Solution

TIPS/Treasuries/ETFs

January 0001

We help investors achieve their specific investment objectives by providing tailored management of fixed income exposures.

Fixed Income|

Institutional Investor|Consultant|

/solutions/efficient-implementation/tips-treasuries-etfs

Solution

Responsible Investing

January 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.

Equities|

Wealth Manager|Individual Investor|

/solutions/better-beta/responsible-investing

Solution

ESG Screen Analyzer

January 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|

/solutions/better-beta/custom-core/esg-screen-analyzer

Solution

Brian Langstraat on WealthTrack

January 0001

On this excerpt from WealthTrack, hear Brian Langstraat, Parametric CEO, talk about the science of loss harvesting and how it can have a meaningful after-tax impact for your clients.

Video|

/solutions/better-beta/custom-core/brian-langstraat-wealthtrack

Solution

What is the VRP

January 0001

/solutions/non-traditional-alpha/volatility-risk-premium/overview-of-vrp/what-is-the-vrp

Solution

Benchmark Builder

January 0001

With Parametric Benchmark Builder you can now blend equity exposures. Create an exposure as unique as your client needs, including how they can reap significant benefits.

Video|

/solutions/better-beta/custom-core/benchmark-builder

Solution

Risk-Managed Put Selling (RPS)

January 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%.

Volatility Management|

Wealth Manager|Individual Investor|

/solutions/non-traditional-alpha/volatility-risk-premium/risk-managed-put-selling

Solution

Capturing the VRP

January 0001

/solutions/non-traditional-alpha/volatility-risk-premium/overview-of-vrp/capturing-the-vrp

Solution

Advisor Center Accounts

January 0001

Unleash the Power of Custom Core™ to Better Engage with Clients. Explore portfolio performance, realized gain/loss, and tax benefits.

Video|

/solutions/better-beta/custom-core/advisor-center-accounts

Solution

Core Satellite Calculator

January 0001

How much should I allocate to core? The answer will vary, depending on the client's return expectations of the active manager and their tolerance for tracking error. Our Core-Satellite Calculator allows you to manipulate these two variables to identify the optimal blend.

Video|

/solutions/better-beta/custom-core/core-satellite-calculator

Solution

Volatility Risk Premium Solutions Overview

January 0001

/solutions/non-traditional-alpha/volatility-risk-premium/overview-of-vrp

Solution

DeltaShift

January 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.

Volatility Management|

Wealth Manager|Individual Investor|

/solutions/non-traditional-alpha/volatility-risk-premium/deltashift

Solution

Low Volatility Equity

January 0001

Our Low Volatility Equity strategy seeks to outperform the S&P 500® Index over a full market cycle with less volatility while capturing VRP. It offers a beta of 0.75.

Volatility Management|

/solutions/non-traditional-alpha/volatility-risk-premium/low-volatility-equity

Solution

Commodity

January 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.

Alternatives|

Wealth Manager|Institutional Investor|Individual Investor|Consultant|

/solutions/non-traditional-alpha/commodity

Solution

International Equity

January 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.

Equities|

Institutional Investor|Consultant|

/solutions/non-traditional-alpha/international-equity

Solution

Better Beta

January 0001

/solutions/better-beta

Solution

Factor Investing

January 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.

Equities|

Wealth Manager|Individual Investor|

/solutions/better-beta/factor-investing

Solution

Partner with Parametric

January 0001

/solutions/non-traditional-alpha/volatility-risk-premium/overview-of-vrp/partner-with-parametric

Solution

VRP in Action

January 0001

/solutions/non-traditional-alpha/volatility-risk-premium/overview-of-vrp/vrp-in-action

Solution

Global Defensive Equity Strategy

January 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.

Volatility Management|

Institutional Investor|

/solutions/non-traditional-alpha/volatility-risk-premium/global-defensive-equity

Solution

Tax Management

January 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.

Equities|

Wealth Manager|Individual Investor|

/solutions/better-beta/tax-management

Solution

Portfolio Lab

January 0001

The Portfolio Lab helps advisors and their clients explore the flexibility and efficiency of Parametric’s tax-managed investment solutions.

Video|

/solutions/better-beta/custom-core/portfolio-lab

Solution

Defensive Equity Strategy

January 0001

Volatility Management|Non-Traditional Alpha|

Institutional Investor|Consultant|

/solutions/non-traditional-alpha/volatility-risk-premium/us-defensive-equity

Solution

Defensive Equity Strategy

January 0001

Volatility Management|Non-Traditional Alpha|

Institutional Investor|Consultant|

/solutions/non-traditional-alpha/volatility-risk-premium/defensive-equity-for-wealth-managers

Solution

Policy Implementation Overlay Services

January 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.

Portfolio Construction and Management|

Institutional Investor|

/solutions/efficient-implementation/policy-implementation-overlay-services

Solution

Energy MLP

January 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 Strategies|

Individual Investor|Wealth Manager|

/solutions/non-traditional-alpha/energy-mlp

Solution

Enhanced Income Core

January 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 Strategies|

Wealth Manager|Individual Investor|

/solutions/non-traditional-alpha/enhanced-income-core

Solution

Dynamic Put Selling

January 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.

Volatility Management|

Institutional Investor|

/solutions/non-traditional-alpha/volatility-risk-premium/dynamic-put-selling

Solution

Non-Traditional Alpha

January 0001

/solutions/non-traditional-alpha

Solution

Liability Driven Investing (LDI)

January 0001

Our Liability-Driven Investing (LDI) solutions seeks to simplify the process for plan sponsors by implementing glide path or de-risking programs.

Fixed Income|

Institutional Investor|

/solutions/efficient-implementation/liability-driven-investing

Solution

Centralized Portfolio Management

January 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.

Portfolio Construction and Management|

Wealth Manager|Individual Investor|

/solutions/efficient-implementation/centralized-portfolio-management

Solution

Custom Core

January 0001

Our Custom Core solution seeks to combine the consistent performance and diversification of index-based ETFs and mutual funds with the benefits of a customized SMA, to deliver after-tax returns above a benchmark.

Equities|

Wealth Manager|Individual Investor|

/solutions/better-beta/custom-core

Solution

Tax Alpha Simulator

January 0001

Parametric Tax Alpha Simulator allows you to answer the questions: How much can I expect in losses? How much can they improve my after-tax return?

Video|

/solutions/better-beta/custom-core/tax-alpha-simulator

Solution

Liquid Alternative

January 0001

Our Liquid Alternative strategy is designed to systematically capture VRP using a transparent and rules-based investment process without the use of leverage. It offers a beta of 0.3, comparable to many hedge funds.

Volatility Management|

Institutional Investor|

/solutions/non-traditional-alpha/volatility-risk-premium/liquid-alternative

Solution

Advisor Center

January 0001

Unleash the Power of Custom Core™ to Better Engage with Clients. Run and save investment scenarios, request analyses, print fact sheets and enrich client conversations.

Video|

/solutions/better-beta/custom-core/advisor-center

Solution

Emerging Markets Strategy

January 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.

Equities|

Institutional Investor|Consultant|

/solutions/non-traditional-alpha/emerging-markets

Solution

Dividend Income

January 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 Strategies|

Wealth Manager|Individual Investor|

/solutions/non-traditional-alpha/dividend-income

Better Beta

Custom Separately Managed Accounts

Tax-Management

Responsible Investing

Factor Investing

Efficient Implementation

Overlay Services

Customized Exposure Management

Equity Unified Managed Accounts

Non-Traditional Alpha

Systematic Alpha

Systematic Income

Volatility Risk Premium

Systematic Alternative Risk Premia