Centralized Portfolio Management
For institutional investors
Multimanager portfolios offer institutional investors a variety of benefits, but efficiently managing the portfolio can present ongoing challenges.
Our centralized portfolio management (CPM) process seeks to simplify and enhance investment transition and implementation. CPM managers and clients have centralized visibility of full portfolio assets, allowing for improved risk-management capabilities and more timely responses to information requests.
Why choose Parametric?
How it works
Within a multistyle portfolio, institutional investors can choose their preferred managers. The operational activities of opening, closing, trading, and maintaining accounts are centralized between Parametric and the program sponsor, allowing for maximum coordination and customization.
Efficient multimanager implementation
Intended benefits of centralized portfolio management
Maximum coordination
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CPM centralizes the operational activities of opening, closing, trading, and maintaining accounts between Parametric and the program sponsor.
ESG integration
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Our custom solutions allow institutions to select bonds that align with their ESG policy objectives.
Customization
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We make it easy to implement factor completions, tactical decisions, and environmental, social, and governance (ESG) guidelines.
Lower costs
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Holding multiple strategies in one account offsets trades by each underlying manager, reducing custody and trading costs while providing lower turnover.
Get in touch
Want to know more about our Centralized Portfolio Management solutions? Complete our contact form, and a representative will respond shortly.
What’s Next for the SEC’s Climate Disclosure Rules?
by Gwen Le Berre, Director, Responsible Investing; David Post, Director, Investment Strategy
September 21, 2023
Company reporting on climate risks isn’t enough for today’s investors. Read how the SEC climate disclosure rules may change that.
Understanding the Recent Surge in 0DTE Options
by Perry Li, Senior Investment Strategist
August 24, 2023
Read why 0DTE options—once reserved for large institutions—are now popular among even the smallest investors.
Consider New Ways to Invest Margin Cash and Capture Rising Yields
by Brian Barney, Managing Director, Institutional Portfolio Management and Trading; Chris Haskamp, Director, Investment Strategy, Government Securities
August 17, 2023
With Treasury yields on the rise, it’s time for institutions to reevaluate their cash positions. See the potentially improved efficiency of an overlay program.
Midyear LDI Outlook: Don’t Sleep on Your Pension Plan
by David Phillips, Director, Liability-Driven Investment Strategies
August 3, 2023
Early 2023 market returns have been surprisingly promising, but what does that mean for pension plans?
Commodity Investing Is More Than Just China’s Story
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
July 14, 2023
The next commodity supercycle could be bigger than any one country—even the world’s second-largest. See which themes may be responsible.
Why a Talented Trading Desk Matters for Fixed Income SMA Investors
by Brian Barney, Managing Director, Institutional Portfolio Management and Trading
July 5, 2023
Across the fixed income asset class, trading efficiency matters more than many investors realize. See how our technology makes it happen.
Summer’s Arrival Means the Time Is Now for Muni Investing
by John Dillon, Managing Director, Portfolio Management
June 22, 2023
It was a challenging spring in the muni market. As we approach summer, learn why we believe investors have reasons for optimism.
Midyear Fixed Income Outlook: “Hold! Hold!”
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions
June 20, 2023
Read why we believe the Fed will pause further interest rate hikes, but for only so long.
Midyear Investment Outlook: Why Investors Should Weatherproof Their Portfolios
by Thomas Lee, Co-President and Chief Investment Officer
June 12, 2023
When it comes to the markets, problems are always possible. How can investors build a portfolio that’s ready for anything?
Midyear Emerging Markets Outlook: Will the US Dollar Continue to Misbehave?
by Greg Liebl, Director, Investment Strategy; Christian Johnson, Investment Strategist
June 8, 2023
In emerging markets, a poorly performing US dollar is a good thing. How do we see the greenback performing over the rest of 2023?
Navigating the Ins and Outs of the Quality Factor
by Jennifer Sireklove, Managing Director, Investment Strategy
June 5, 2023
Building quality into a portfolio requires understanding its meaning. Which quality strategy best fits investor objectives?
How the Municipal Bond Market Funds Climate Solutions
by Lauren Kashmanian, Director, Portfolio Management and Responsible Investing
May 30, 2023
What role can the municipal bond market play in addressing climate change?
Consider Volatility Targeting to Soften the Impact of the Debt Ceiling Battle
by Benjamin Hood, Managing Director of Research
May 23, 2023
Every investor should know to expect volatility—but they rarely know when. Can your portfolio react soon enough?
Investigating the Inverse Relationship Between Commodities and the US Dollar
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
May 8, 2023
Read about why the typical relationship between the US dollar and commodity prices has changed.
Ending Another Cycle: What to Do with Rising Rates in Fixed Income
by Evan Rourke, Director, Portfolio Management
May 4, 2023
Read why following the Fed’s lead has historically delivered strong performance for fixed income investors.
What’s Behind the Disconnect Between Coupon Income and Yield?
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; John Hemingway, Associate Portfolio Manager
April 24, 2023
Laddered bond portfolios aim to make income more predictable. What’s happening when income and yield diverge? Get the answer.
A Corporate Pension Inflection Point: Minding the Yield Curve
by Richard Fong, Director, Investment Strategy ; David Phillips, Director, Liability-Driven Investment Strategies
April 19, 2023
Plan sponsors may be in a better position than ever to preserve funded status. Explore retooling pension plans to better manage curve risk.
Earth Day 2023: Past Performance Can Inspire Future Results
by David Post, Director, Investment Strategy
April 17, 2023
Millions of people took action against pollution more than 60 years ago. See how today’s investors can do the same in the fight against climate change.
Climbing Out of Cash with a Bond Ladder
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
March 20, 2023
How can investors lock in high rates with reduced risk?
Fixed Income ESG Outlook 2023: Inflows and Issuance on the Rise
by Lauren Kashmanian, Director, Portfolio Management and Responsible Investing
March 13, 2023
Increasing consumer demand and growing greenwashing concerns are pushing policymakers toward regulating ESG-labeled bonds differently.
What Happened to Equity Volatility in 2022?
by Perry Li, Senior Investment Strategist
March 9, 2023
Find out why we think call overwriting strategies are attractive in the current environment.
2023 Institutional Outlook: Making Preparations for Market Gyrations
by Chris Uhas, Managing Director, Head of Institutional Distribution; Richard Fong, Director, Investment Strategy ; +1
February 16, 2023
Hedging against portfolio risk seemed like a good idea at the time. Why did portfolios underperform anyway? Find out what’s under the hood of the options market.
2023 LDI Outlook: It’s All About Balance
by David Phillips, Director, Liability-Driven Investment Strategies
January 18, 2023
Strike the right balance between risk and reward in pension plan funding.
Why Investors Should Look Beyond Indexes for Commodity Exposure
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
January 4, 2023
Can commodities help in times of high inflation?
Interesting Times: Exploring the Three Rs of Fixed Income
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management
December 19, 2022
What do the three Rs of fixed income investing tell us about what to expect? We see signs of stabilization ahead.
2023 Investment Outlook: Will We Win the Fight Against Inflation?
by Thomas Lee, Co-President and Chief Investment Officer
December 9, 2022
It was a banner year for tax-loss harvesting and Fed tightening. But what opportunities lie ahead for 2023?
Untangling Contango in Commodity Portfolios
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
October 11, 2022
Commodities investors would be wise to ride out a period of contango rather than focus too much on the future they think it predicts.
How Can Investors Ease the Effects of Inflation?
by Thomas Lee, Co-President and Chief Investment Officer
September 14, 2022
When inflation brings stock and bond prices too close together, it’s time for investors to build diversification.
How Can Investors Help Close the Gender Gap?
by Gwen Le Berre, Director, Responsible Investing
August 26, 2022
Investors play a key role in ensuring companies provide a safe and fair workplace and helping close the gender gap.
What Is the Volatility Risk Premium?
by Alex Zweber, Managing Director, Investment Strategy
August 8, 2022
Recent trends tell us that volatility will remain high in the current environment. Find out how investors can use the volatility risk premium during these market conditions.
Understanding the Zigs and Zags of Emerging Markets
by Greg Liebl, Director, Investment Strategy
August 2, 2022
We believe there are solid reasons to own emerging market equities as a means of diversifying portfolios across markets, minimizing risk, and maximizing growth opportunities.
Midyear Responsible Investing Outlook: Navigating the ESG Backlash
by Gwen Le Berre, Director, Responsible Investing
July 25, 2022
Recent debates run the risk of leading investors to oversimplify ESG. Find out what truly responsible investing means.
Midyear Bond Outlook: A Stable Ladder in Uncertain Times
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Evan Rourke, Director, Portfolio Management
July 11, 2022
How can bond investors stay ahead of rising rates?
Fighting Fire: How Commodities Help Beat Back the Flames of Inflation
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
June 28, 2022
Can commodities help in times of high inflation?
What Fixed Income ESG Investors Should Keep on the Radar in 2022
by Lauren Kashmanian, Director, Portfolio Management and Responsible Investing
March 21, 2022
What can responsible investors in fixed income expect in the year to come? Sustainable bonds should play an increasingly important role.
The State of the Commodities Market
by Greg Liebl, Director, Investment Strategy
March 7, 2022
While commodities markets are slowing somewhat, we still see opportunities.
2022 LDI Outlook: How Might 2022 Affect Pension Investment Decisions?
by David Phillips, Director, Liability-Driven Investment Strategies
March 4, 2022
Explore what 2022 might hold in store for pensions and their sponsors.
What We Talk About When We’re Talking About Inflation
by Thomas Lee, Co-President and Chief Investment Officer
March 3, 2022
The BLS publishes the CPI, the BEA publishes the PCE using the NIPA, markets expect hikes in bps from the FOMC, and investors say OMG. It all spells inflation—but in two different ways.
Finding Balance in Diversified Index Portfolios
by Jennifer Sireklove, Managing Director, Investment Strategy
February 28, 2022
How can index investors build accessible, diversified portfolios that achieve their goals?
2022 Responsible Investing Outlook: Climate and Diversity Continue to Dominate
by Gwen Le Berre, Director, Responsible Investing
January 18, 2022
What lies ahead for responsible investors in 2022? We see hope for more progress.
2022 Bond Outlook: Solid Markets Despite Inflation Threats
by Evan Rourke, Director, Portfolio Management; Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
January 10, 2022
Bonds performed well in 2021. Expect more of the same in 2022, even amid risks.
2022 Investment Outlook: Fed Actions Likely to Dominate Headlines
by Thomas Lee, Co-President and Chief Investment Officer
January 4, 2022
The coming year should yield a fresh crop of economic surprises and some market uncertainty.
LDI: What Do Current and Forward Curves Say About Future Yields?
by David Phillips, Director, Liability-Driven Investment Strategies
November 4, 2021
Learn how to better evaluate current and forward interest rates.
What Is Impact Investing?
by Gwen Le Berre, Director, Responsible Investing; Lauren Kashmanian, Director, Portfolio Management and Responsible Investing
October 11, 2021
How can investors generate measurable social or environmental benefits while also fueling healthy financial return? Impact investing is the key.
ESG Principles: Applying Your Personal Values to Your Corporate Bond Portfolio
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Lauren Kashmanian, Director, Portfolio Management and Responsible Investing
October 4, 2021
How do ESG principles affect bond-portfolio yield and performance? There’s no yield penalty for using an ESG overlay in the IG corporate bond market and it can provide more protection from downside risk.
China’s Regulatory Crackdown: A Cautionary Tale for Investors
by Jennifer Sireklove, Managing Director, Investment Strategy; Greg Liebl, Director, Investment Strategy
September 14, 2021
How will recent regulatory shifts in China affect investment strategy? A diversified approach is the key to spread out exposure.
What Can Investors Do About the Devastating Impact of the Pandemic on Workplace Equity?
by Gwen Le Berre, Director, Responsible Investing
August 26, 2021
Progress toward diversity—and disclosure—continues
Midyear Responsible Investing Update: Disclosures, Climate, and Diversity
by Gwen Le Berre, Director, Responsible Investing
July 27, 2021
The first half of 2021 has seen a renewed investor focus on ESG investing and disclosure.
Midyear Bond Outlook: A Stronger Economy Supports Lower Volatility
by David Grean, Portfolio Manager; Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
July 19, 2021
The reopening economy hasn’t come without drawbacks—but compared with last year’s headaches, bond investors can expect a much less dramatic second half of 2021.
Stars in Your Eyes: How Credit Upgrades Benefit Corporate Bond Investors
by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management
July 12, 2021
A record number of corporate bonds were downgraded to high-yield status in 2020. Will they see a turnaround along with the greater economy?
The Time for Comprehensive, Mandatory, and Consistent Climate Risk Disclosure Is Now
by David Post, Director, Investment Strategy
July 1, 2021
Both investors and regulators agree: The world can’t wait to tackle climate change. That’s why mandatory climate reporting is vital.