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Centralized Portfolio Management

Multimanager portfolios offer institutional investors a variety of benefits, but efficiently managing the portfolio can present ongoing challenges.

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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?

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Total firm

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Total CPM

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Dedicated CPM
investment professionals

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Directed brokerage

As of 6/30/2022

How it works

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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

Our CPM approach is designed to solve common multimanager portfolio challenges. Because multiple strategies are held in one account, we can offset trades by each of the underlying managers, reducing custody and trading costs while providing lower turnover and consolidated cash flows to reduce cash drag.

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Intended benefits of centralized portfolio management

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Maximum coordination

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CPM centralizes the operational activities of opening, closing, trading, and maintaining accounts between Parametric and the program sponsor.

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ESG integration

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Our custom solutions allow institutions to select bonds that align with their ESG policy objectives.

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We make it easy to implement factor completions, tactical decisions, and environmental, social, and governance (ESG) guidelines.

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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

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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.