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Factors

Parametric's factor investing strategies provide cost-efficient, risk-controlled access to a suite of customizable strategies across US and international equities.

Factors Intro


Factor investing is based on the premise that a set of common factors can explain the differences in stock returns. Popular factors include value, low volatility, dividend yield, quality, and momentum.



Parametric delivers efficient factor exposures that don't compromise other facets of the investment portfolio. We believe that factor-based investing can provide cost-effective, risk-controlled exposure with higher excess return potential compared with a market-based index due to systematic biases within the equity universe. We provide a consultative, high-touch approach with a team experienced in structuring and executing factor strategies.

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Why choose Parametric?

total firm AUM icon



$366B

Total firm
AUM



Factor Solutions AUM


$4.6B+

Factor solutions
AUM



Average Experience


14

Proprietary factor
strategies



As of 9/30/2022

How it works

number 1

Investors prioritize their preferred factors.

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We provide a portfolio with high exposure to stocks exhibiting the desired factor characteristics.

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Investors can customize the portfolio to meet their unique investment objectives.

Three ways to invest

Single factors

Parametric identifies stocks that exhibit these individual characteristics.

Multifactor combinations

Choose from premade combinations of popular factors.

Custom factor strategies

Build your own customized exposures through a blend of strategies based on your organization’s needs or by combining factor strategies with a cap-weighted index.

Intended benefits of factor strategies

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Research-based portfolio construction

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Our thoughtful approach to factor design and research-based portfolio construction doesn’t compromise other aspects of investment management.

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Predictable investment outcomes

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Factor investing offers a transparent, rules-based approach that provides more predictable  investment outcomes.

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Reduced risk, increased opportunity

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We work with institutions to understand their current portfolios and how to more efficiently replicate existing risk factors while promoting opportunities for higher returns.

Get in touch

Want to know more about our factors solutions? Complete our contact form, and a representative will respond shortly.

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