Image of a building window

Centralized Portfolio Management

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

Header icon CPM icon


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?


Total firm AUM




Dedicated CPM investment professionals


Directed brokerage relationships

As of 6/30/2023

How it works

How it works graphic how it works ring graphic

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.

Multimanager implementation table efficient multimanager table mobile

Intended benefits of centralized portfolio management

Maximum coordination icon

Maximum coordination

Learn more >>

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

ESG integration icon

ESG integration

Learn more >>

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

Customization icon


Learn more >>

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

Lower costs icon

Lower costs

Learn more >>

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.

Blog post

Midyear Bond Outlook: A Stable Ladder in Uncertain Times

Bernie Scozzafava}
Evan Rourke}

How can bond investors stay ahead of rising rates?

Read more
Blog post

2022 Bond Outlook: Solid Markets Despite Inflation Threats

Evan Rourke}
Bernie Scozzafava}

Bonds performed well in 2021. Expect more of the same in 2022, even amid risks.

Read more