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Institutional Investors

Our expertise in implementing customizable portfolio solutions helps solve the challenges, portfolio risks, and asset allocation needs institutions face today. 

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Parametric has been helping institutional investors achieve their objectives for over 30 years. We use a systematic, rules-based approach to deliver transparent, predictable, repeatable outcomes for defined-benefit and defined-contribution plans, OCIOs, endowments, foundations, and consultants around the globe.

 

Built for institutions


Many institutional investor portfolios are not fully optimized. Parametric makes investment portfolios work smarter and puts investor ideas into practice.

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Multi-asset solutions provider
We offer custom and systematic solutions with a full range of capabilities across asset classes, markets, and instruments.
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Experts in implementation
Rooted in risk-management practices and supported by deep expertise, technological investment, and platform flexibility, we believe you can make more money by improving your portfolio implementation.
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A trusted partner
We give you the control and the tool kit to implement your tactical portfolio views, and we deliver transparent, cost-effective outcomes that meet your overall portfolio objectives.

Why choose Parametric?

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$376B+

Total firm AUM



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$176B+

Institutional AUM



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180

Investment professionals



As of 6/30/2022

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Diversity, equity, and inclusion

INVESTOR SPOTLIGHT

Diversity, equity, and inclusion

We believe diversity, equity, and inclusion (DEI) practices help us be a more effective and thoughtful partner while strengthening the companies we invest in. We embed DEI core principles in our own company and day-to-day employee activities, and we’re working toward greater representation and opportunity for everyone.

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This Material Is Intended for
Institutional Investors Only


By clicking Agree, you acknowledge that you have read the terms detailed below. You also confirm that you are a qualified institutional investor or a consultant to qualified institutional investors and wish to proceed. Parametric does not provide legal, accounting, or tax advice or consulting service.



The information on this area of the Parametric Portfolio Associates® LLC (“Parametric”) website is intended for qualified institutional investors and their consultants. This information is not intended for accredited investors in any jurisdiction outside the United States in which the distribution or sale of Parametric investment services is not authorized.

It is published for informational purposes only and does not purport to address the financial objectives, situation, or specific needs of any investor. If you do not qualify, the information shown on this site (which may include information about our investment strategies and products, market commentary, and composite performance) may not be relevant or appropriate for you. Certain solutions discussed in these materials will be subject to minimum investment amounts and other restrictions that apply. There can be no assurance that any investment product or strategy will achieve its investment objectives or that there will be any return of capital. Performance may be volatile, and investors could lose all or a substantial portion of their investment.



I acknowledge that I am a qualified investor and that I have read, understand, and agree to the above conditions.