Overlay Banners CAPS
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.

CAPS Intro Icon


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?

total firm AUM icon



$121B

Overlay
AUM



Dedicated Investment Professionals ICON


43

Dedicated investment
professionals



Institutional AUM icon


$175B

Institutional
AUM



As of 12/31/2022

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.

CAPS overview


Want a deeper dive into Parametric’s Cross-Asset Portfolio Solutions?
Download our brochure.

Download now
CAPS Brochure Mockup

Intended benefits of Cross-Asset Portfolio Solutions

Ease of Use icon

Ease of use

Learn more >>

Our goal is to provide institutions a single point of contact that can comprehensively manage risk, asset class exposures, trade execution, and operations. 

Efficiency icon

Efficiency

Learn more >>

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 icon

Flexibility

Learn more >>

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