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Equity PLUS
Parametric’s Equity PLUS (Premium Liquid Upside Strategy) is a systematic investment solution that combines large-cap equity with beta-neutral call writing and seeks to capture a more reliable source of alpha than traditional stock selection.
Equity PLUS seeks to outperform the S&P 500® and consistently produce top-quartile performance relative to US large-cap managers. Equity PLUS is best suited for investors who are looking to capture US large-cap equity exposure and are dissatisfied with high fees and low realized alpha from traditional equity portfolios.
Investing in an options strategy involves risk. All investments are subject to loss. Learn more.
Explore our suite of VRP solutions
An enhanced equity portfolio
Using a model-driven approach, PLUS is designed to remove emotions and guesswork from the investment decision-making process.
Equity PLUS augments a passive S&P 500® portfolio with a unique source of value-add: beta-neutral call overwriting. This combines systematic equity index call options selling with incremental long equity exposure via futures to access the options-based volatility risk premium. A rules-based tail risk management overlay enhances its downside risk profile.
Intended benefits of Equity PLUS
Alpha
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Transparency
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Experience
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How Equity PLUS works
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Strategy overview
Want to know more about Parametric Equity PLUS?
Download our strategy overview.
Why choose Parametric?
More to explore
Midyear Outlook: Exceptional Uncertainty, Unexpected Market Resiliency
by Thomas Lee, Co-President and Chief Investment Officer
July 17, 2025
Welcome to the 2025 Midyear Outlooks from Parametric. Where does the time go?
Midyear Liability-Driven Investing Outlook: What’s Next for Corporate Pensions?
by David Phillips, Director, Liability-Driven Investment Strategies
July 14, 2025
From funding ratios and plan allocations to buyouts and surplus assets, here’s our midyear review of LDI trends.
Midyear Commodity Outlook: Better for Commodities than Consumers
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
July 7, 2025
Rising tariffs may lead to higher inflation and slower economic growth—an environment that has historically favored commodities.
Municipal Bond Premiums: Separating Fact from Fiction
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions; Evan Rourke, Director, Portfolio Management
June 24, 2025
This paper helps dispel common misconceptions about premium municipal bonds that can lead to poor decision-making. Once investors learn the difference between fact and fiction regarding municipal bond premium prices, they can make decisions that lead to better investment outcomes.
How Corporate Bond Ladders May Help to Hedge Volatility
by John Hemingway, Vice President, Portfolio Manager
April 28, 2025
With corporate bond ladders, maturities reinvested at higher rates have the potential to benefit the portfolio.
As Tariffs Cloud Outlook, Municipal Bonds May Offer Opportunity
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions
April 8, 2025
With growth concerns emerging following tariff announcements, here’s why we see potential opportunity in stepping out of cash, adding some duration and locking in yields near a decade high.