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Cross-Asset Portfolio Solutions

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.

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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?

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$124B+

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AUM



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43

Dedicated investment
professionals



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$176B+

Institutional
AUM



As of 6/30/2022

How it works

  • Consultation
  • Evaluation
  • Addressing portfolio needs
  • Ongoing monitoring
Investment staff will take time at the outset of the relationship—and on an ongoing basis—to understand the portfolio structure and goals of the investor to help identify ways to improve portfolio and operational efficiency.
We work with each client to establish program guidelines and trading agreements, including both listed and OTC facilities.
Our solution addresses portfolio needs across equities, fixed income, risk management, and the total portfolio. 
Parametric independently confirms, verifies, and reconciles all trades, manages all collateral flows, and monitors associated custodial accounts. In addition, we provide daily reporting of all exposure positions, which can be expanded into fund-wide exposure and risk analytics reporting if desired.
Consultation
Investment staff will take time at the outset of the relationship—and on an ongoing basis—to understand the portfolio structure and goals of the investor to help identify ways to improve portfolio and operational efficiency.
Evaluation
We work with each client to establish program guidelines and trading agreements, including both listed and OTC facilities.
Addressing portfolio needs
Our solution addresses portfolio needs across equities, fixed income, risk management, and the total portfolio. 
Ongoing monitoring
Parametric independently confirms, verifies, and reconciles all trades, manages all collateral flows, and monitors associated custodial accounts. In addition, we provide daily reporting of all exposure positions, which can be expanded into fund-wide exposure and risk analytics reporting if desired.

Intended benefits of Cross-Asset Portfolio Solutions

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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. 

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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.

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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.

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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.