Parametric Cross-Asset Portfolio Solutions (CAPS) enables institutional investors to take control of their portfolios through accessing a comprehensive, flexible, and customizable platform across a full spectrum of investment and risk-management solutions.
Markets are dynamic. Views can shift. Circumstances may change. How nimbly can your portfolio react? For many institutional investors, once they’ve allocated assets, adjusting exposures can be time-consuming, operationally cumbersome, and disruptive to both staff and the portfolio itself.
Investing entails risks, and there can be no assurance that investors will achieve profits or avoid incurring losses.
Why choose Parametric?
$124B+
Overlay
AUM
43
Dedicated investment
professionals
$176B+
Institutional
AUM
As of 6/30/2022
How it works
Intended benefits of Cross-Asset Portfolio Solutions
Ease of use
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Our goal is to provide institutions a single point of contact that can comprehensively manage risk, asset class exposures, trade execution, and operations.
Efficiency
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We cost-effectively obtain and augment customized portfolio exposure in a thoughtful, efficient, and prudent manner. Our focus is on risk management and keeping frictions to a minimum.
Flexibility
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CAPS provides a flexible, powerful means of scaling existing investment teams using our beta management and implementation capabilities that span equities, fixed income, currencies, and commodities.
Get in touch
Want to know more about our Cross-Asset Portfolio Solutions? Complete our contact form, and a representative will respond shortly.
More to explore
Applying the Impact Perspective to Linear Overlays in Institutional Portfolios
by Michael Zaslavsky, Senior Investment Strategist
June 6, 2022
Derivatives like futures and swaps can comprise useful hedging overlays for institutional portfolios—as long as investors understand their purpose correctly.
Look Beyond Returns to Measure Institutional Portfolio Impact
by Michael Zaslavsky, Senior Investment Strategist
April 7, 2022
Institutional investing requires a long-term perspective—but asset owners may be thinking all wrong about reducing long-term risk through hedging. What’s missing?