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.
Core solutions tailored to each client's unique needs and circumstances
Researched-based approaches seek to deliver alpha and enhance diversification
We maximize these capabilities through an unwavering focus on:
Transparency
Efficiency
Risk Optimization
A different type of partner
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.
We execute millions of trades in markets around the world on behalf of our clients every year.
We’ve guided portfolios across multiple market cycles and through every type of market environment.
We’re an experienced and unified group, not a collection of individual stars, working toward better results.
Our large and diverse team is relentlessly thoughtful and practical about solving our clients’ investing challenges.
Why institutions choose us
We offer the potential advantages of an independent, 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
How Corporate Bond Ladders May Help to Hedge Volatility
by John Hemingway, Vice President, Portfolio Manager
April 28, 2025
With corporate bond ladders, maturities reinvested at higher rates have the potential to benefit the portfolio.
Avoiding Fallen Angels: When Credit Research Matters Most
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
April 21, 2025
Learn how fundamental credit research may help to avoid corporate bond downgrades and defaults.
As Tariffs Cloud Outlook, Municipal Bonds May Offer Opportunity
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions
April 8, 2025
With growth concerns emerging following tariff announcements, here’s why we see potential opportunity in stepping out of cash, adding some duration and locking in yields near a decade high.