Our Developed Non-US Strategy is designed to provide all-cap exposure to countries with the potential to outperform the index with less volatility and an emphasis on low beta securities. Our investment process is based on mathematical principles of diversification, compounded growth, and volatility capture.
Parametric’s Systematic Alpha strategies are broadly diversified and dynamically rebalanced portfolios designed to outperform capitalization-weighted approaches over the long term with less risk. Diversification is established via a system of portfolio target weights. As market forces move the portfolios’ holdings away from the target weights, diversification is re-established via a trigger-based rebalancing process. Our active reweighting and rebalancing have the potential to generate excess returns. Parametric’s experience constructing and managing portfolios for over 25 years has informed and enhanced the development of our Systematic Alpha strategies.
The Parametric Developed Non-US Strategy employs a broadly-diversified equity investment process designed to efficiently capture the long-term returns of developed international equity markets. The strategy uses the MSCI EAFESM Index as the benchmark and emphasizes broad exposure and diversification among countries, economic sectors, and individual issuers through disciplined portfolio construction.
Parametric uses a rules-based, disciplined portfolio construction method to outperform benchmarks without market forecasts. Instead, the strategy seeks the benefits of greater diversification which can result in both higher returns and lower volatility.
The Parametric Developed Non-US Strategy is designed to be implemented in a separately managed account (SMA) maintained by a qualified custodian. Investors should contact their financial advisor to establish an SMA. Parametric also subadvises funds with a similar strategy, offered and distributed by our affiliate, Eaton Vance Distributors Inc., a registered broker-dealer. Learn more*
*We provide a link to the Eaton Vance website for your convenience only. It is for informational purposes only and is not an offer to buy or sell any security. Although Parametric is an affiliate of Eaton Vance, Parametric does not administer the website or control any of its content. Accordingly, this link is provided as is, without representation or warranty, express or implied, as to the accuracy of such content or its completeness or timeliness, all of which (including, without limitation, any implied warranties of merchantability or fitness for a particular purpose) Parametric expressly disclaims. This link’s appearance on Parametric’s website should not imply our endorsement of the linked site or its content. Parametric is not responsible for your use of the linked site, its content, or any other resources (including, without limitation, other linked sites and their contents) accessible through it. If you choose to leave this website and visit the linked site, you will be subject to its terms of use and privacy policies. By continuing to the linked site, you acknowledge and agree to the foregoing.
Global market investing (including developed, emerging, and frontier markets) carries additional risks and/or costs, including, but not limited to, political, economic, financial market, currency exchange, liquidity, accounting, and trading capability risks. Future investments may be made under different economic conditions, in different securities, and using different investment strategies. Deviations from the benchmarks provided herein may include, but are not limited to, factors such as the purchase of higher-risk securities, over- or underweighting specific sectors and countries, limitations in market capitalization, company revenue sources, and/or client restrictions. Parametric’s proprietary investment process considers factors such as additional guidelines, restrictions, weightings, allocations, market conditions, and other investment characteristics. Thus returns may at times materially differ from the stated benchmark and/or other disciplines provided for comparison.
For additional information please visit the Disclosure page.
