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.
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.
The challenge
The solution
Investing entails risks, and there can be no assurance that investors will achieve profits or avoid incurring losses.
Why choose Parametric?
How it works
CAPS overview
Want a deeper dive into Parametric’s Cross-Asset Portfolio Solutions?
Download our brochure.

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
Consider New Ways to Invest Margin Cash and Capture Rising Yields


by Brian Barney, Managing Director, Institutional Portfolio Management and Trading; Chris Haskamp, Director, Investment Strategy, Government Securities
August 17, 2023
With Treasury yields on the rise, it’s time for institutions to reevaluate their cash positions. See the potentially improved efficiency of an overlay program.
What Is Overlay? A Look at Four Common Applications

by Antony Motl, Portfolio Manager
August 14, 2023
Can an overlay program help investors increase expected return and reduce tracking error relative to a targeted policy allocation? In this paper we delve into the most common overlay components to explore how such a framework allows for seamless integration with investment staff, underlying investment managers, and other stakeholders.
Enhancing Overlay Collateral Efficiency

by James Thorson, Portfolio Manager
July 31, 2023
Is there a more capital-efficient way to participate in a futures overlay program than posting cash? We explore how Treasury securities can come to the rescue.