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?
As of 12/31/2022
How it works
Want a deeper dive into Parametric’s Cross-Asset Portfolio Solutions?
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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.
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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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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
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More to explore
2023 Institutional Outlook: Making Preparations for Market Gyrations
by Chris Uhas, Managing Director, Head of Institutional Distribution; Richard Fong, Director, Investment Strategy ; +1
February 16, 2023
Hedging against portfolio risk seemed like a good idea at the time. Why did portfolios underperform anyway? Find out what’s under the hood of the options market.
What Is Overlay? A Look at Four Common Applications
by Antony Motl, Portfolio Manager
December 14, 2022
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.
Cash Securitization: The Challenge of Effective Liquidity Management
by Richard Fong, Director, Investment Strategy
October 20, 2022
Institutional investors don’t typically hold much cash, but they may need the liquidity for a variety of reasons. A cash-securitization overlay program can help.