Wealth Managers | Parametric Portfolio Associates

Prepare your portfolio for unexpected inflation.

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Wealth Managers

Your relationship with your clients is everything. We want to help you nurture and strengthen those relationships by providing the solutions that solve investors’ financial challenges.

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From retirement planning to wealth accumulation to income generation, our solutions allow you to take an active role while benefiting from our expertise.

Built for your clients

Parametric’s comprehensive suite of customized portfolio solutions fits into any sleeve of your client's portfolios. Whether your clients need actively managed investments or index-based solutions, you’ll find the right tools for the job. This is a three-step process:

Flexibility

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Decide what kind of portfolio to start with: active, market exposure, or systematic.

Customization

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Because clients have different needs, Parametric provides options to customize your base. You can use exposure options, tax management, and responsible investing to build a portfolio that’s entirely your client’s own.

Continuous management

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We provide ongoing oversight with risk management, trading and execution, year-round tax-loss harvesting, and robust client reporting.

Next-level technology

We’re committed to providing you with deep insights into your clients’ investments. That's why we’ve built robust reporting and tools, accessible on secure platforms with easy-to-use interfaces—allowing you to build and evaluate portfolios customized to each client's needs.

Turning investor challenges into opportunity

Use our decades of expertise in working with registered investment advisors, family offices, broker-dealers, and investors to solve your clients’ most pressing challenges.

Client leverages Custom Core® to create a custom factor blend

An advisor’s prospective client sought the US small-cap and value exposure of a mutual fund but with greater tax efficiency.
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Client transitions from underperforming active manager to Custom Core®, maximizes tax efficiency

Unhappy with the performance of an active manager but leery of a transition that would trigger a larger tax bill, one client’s advisor turned to Parametric for help.
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Moving the needle on gender parity through active ownership

What will help increase the number of women in board-level positions at public companies? Owning and voting.
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iNVESTOR SPOTLIGHT

Our commitment to corporate governance

We take the long-term view that risk control, diversification, and careful cost management can make or break investment success. These principles drive our efforts as a fiduciary for our clients. Find out more about Parametric’s work in investment stewardship

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