Chapter Five – Partner with Parametric

Parametric has been making complex instruments simpler for institutions.

Transparency, liquidity, lower average costs and increased exposure-management flexibility are the expected benefits of a systematic and properly implemented VRP strategy. But, options can be intimidating for many investors.

For over 30 years^₁ Parametric has been an innovative force in providing systematic and cost-effective option-based strategies. We currently manage more than $13 billion in VRP strategies.

*As of May 31, 2017. Includes AUM of Parametric Investment & Overlay Strategies and Parametric Custom Tax-Managed & Centralized Portfolio Management.
¹30 years reflects history of the Clifton Group that was acquired by Parametric Portfolio Associates LLC on December 31st, 2012.

Use the form to contact our professionals to set up in-house trainings or to discuss options and other alternative strategies.

Check out our comprehensive overview of Parametric’s VRP Solutions.

Learn more about the VRP

For informational and illustrative purposes only. Not an offer to buy or sell securities. Past performance not indicative of future results. Not able to invest directly into indexes. Investing in an options strategy involves risks. One or more combinations of the following risks may be incurred: Trade Restrictions Risk, Liquidity Risk, Early Termination Risk, Option Collateral Risk, and Opportunity Risk. See disclosure pages for additional information. All investments are subject to loss. For use with Investment Professionals and Accredited Investors Only.

Read more from our 5 part series:

CHAPTER 1

What is the VRP?

CHAPTER 2

Capturing the VRP

CHAPTER 3

The VRP Suite

CHAPTER 4

VRP in Action

Investment advisory services offered through Parametric Portfolio Associates^® LLC ("Parametric"), an investment adviser registered with the U.S. Securities and Exchange Commission. Parametric (National Registration Database No. 42850) is also registered as a Portfolio Manager with the securities regulatory authorities in certain provinces of Canada with regard to specific products and strategies. Parametric provides advisory services directly to institutional investors and indirectly to individual investors through financial intermediaries. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the Disclosure page for important information about investments and risks.

S&P Dow Jones Indices are a product of S&P Dow Jones Indices LLC (“S&P DJI”) and have been licensed for use. S&P^® indexes are registered trademarks of S&P DJI; Dow Jones^® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); S&P DJI, Dow Jones, and their respective affiliates do not sponsor, endorse, sell, or promote Parametric and its strategies, will not have any liability with respect thereto, and do not have any liability for any errors, omissions, or interruptions of the S&P Dow Jones Indices.

Chapter Five – Partner with Parametric

Learn more about the VRP

Read more from our 5 part series:

Volatility Management

Liquid Alternatives: Is There Such a Thing as a Free Lunch?

How Do Options Work? An Illustrated Guide