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.
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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Customization
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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.
More to explore
What Is the Volatility Risk Premium?
by Alex Zweber, Managing Director, Investment Strategy
August 8, 2022
Recent trends tell us that volatility will remain high in the current environment. Find out how investors can use the volatility risk premium during these market conditions.
Midyear LDI Outlook: Uncertainty and Pension Investing
by David Phillips, Director, Liability-Driven Investment Strategies
August 4, 2022
We began the year in an uncertain market environment, and it’s just as uncertain now. For LDI investors, we continue to see reasons for optimism.
Understanding the Zigs and Zags of Emerging Markets
by Greg Liebl, Director, Investment Strategy
August 2, 2022
We believe there are solid reasons to own emerging market equities as a means of diversifying portfolios across markets, minimizing risk, and maximizing growth opportunities.