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?
$389B
Total firm
AUM
$27.6B
Total CPM
AUM
14
Dedicated CPM
investment professionals
29
Directed brokerage
relationships
As of 12/31/2022
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.