Institutional Investors
Creative Customization. Precisely Delivered.
We deliver expertise in implementing customizable portfolio solutions for the challenges, portfolio risks, and asset allocation needs institutions face today.
Parametric is a global asset manager that's spent 35 years designing and delivering customized solutions for our clients. We use a systematic, rules-based approach that seeks to deliver transparent, predictable and repeatable outcomes. Our mission is to help institutional investors access efficient market exposures, solve implementation challenges and design multiasset portfolios that respond to their evolving needs.
Diverse solutions for trusted institutions
We’re there when a large corporate plan needs a liquidity solution that doesn’t hinder returns. Or a leading public plan needs to optimize exposures and keep its portfolio aligned with policy. Or a prominent endowment has to address risk issues related to a set of particular investments. Our solutions blend creativity and diligence to deliver the ideas and execution today's investors need to solve their unique challenges.
Key competencies
Derivatives
Equities
Fixed Income
Solutions for institutional investors
Since our founding, we've crafted a set of specialized solutions that integrate a mix of dynamic creativity and diligent execution. We can tailor that mix for each client across custom and enhanced engineered solutions. Our implementation expertise can give your portfolio the return enhancement and risk mitigation oversight it needs to be efficient.
Designed to solve implementation, exposure, and risk-alignment problems; making the portfolio you already have work as intended.
Transparent, liquid, research-backed strategies designed to add return and diversification to the total portfolio.
We maximize these capabilities through an unwavering focus on:
Transparency
Efficiency
Risk Optimization
There is no guarantee that the investment objectives will be met. Diversification does not eliminate the risk of loss. All investments are subject to risk.
Why institutions partner with us
We’re more than our assets under management, a roster of investment capabilities or a long list of names. We’re an asset manager specially equipped to build and deliver creative custom solutions.
Bespoke portfolios delivered through a systematic, repeatable platform.
Synthetic exposures and overlays may free up capital while maintaining target risk.
We’re an experienced and unified group, not a collection of individual stars, working toward better results.
An extension of your team with direct senior access, not a periodic vendor.
Provided for informational purposes based on the research, analysis, and opinions of Parametric; not a recommendation to purchase or sell specific securities, or to adopt any particular investment strategy.
A different type of partner
We offer the potential advantages of a dedicated, vibrant boutique with a client-first mindset. We can partner with your staff to centralize and optimize your investment operations, or we can give you the control and the tools to implement your tactical portfolio views.
More to explore
Cashflow Matching in LDI: What Investors May Overlook
by Alexander Amado, Portfolio Manager and Trader
October 16, 2026
Read why higher yields, stronger funding levels and evolving market conditions are renewing interest in cashflow matching for liability-driven investing.
Deciding on Total Portfolio Approach versus Strategic Asset Allocation
by Benjamin Hood, Managing Director, Research
September 2, 2026
What are the tradeoffs between a Total Portfolio Approach and Strategic Asset Allocation, and how can institutional investors balance both organizational strategies?
Custom Extension: A Risk-Efficient Approach to Seeking Alpha
by Jeff Wagner, Senior Investment Strategist; Gregory Liebl, Director, Investment Strategy
August 28, 2026
Discover Parametric's Custom Extension, which integrates alpha generation, risk management and tax awareness into a single portfolio construction framework.