Factors
For wealth managers
Parametric provides cost-efficient, risk-controlled access to a suite of 14 different factor strategies across US and developed international equities.
Securities displaying certain characteristics, or factors, tend to exhibit higher return potential over time. Your clients can customize a factor-based portfolio to express unique investment views. You can apply these strategies to customized portfolios, which allow for additional customization options such as responsible investing and active tax management.
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How factor investing works
Advisors and clients prioritize their preferred factors.
Three ways to invest
Single factors
Parametric identifies stocks that exhibit these individual characteristics.
Multifactor combinations
Choose from premade combinations of popular factors.
Custom factor strategies
Build your own customized exposures through a blend of strategies based on
your client’s needs or by combining factor strategies with a cap-weighted index.
Why choose Parametric?
Intended benefits of factors
Efficient exposure
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Our thoughtful approach to factor design and research-based portfolio construction doesn’t compromise other aspects of investment management.
After-tax return
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We use a systematic tax management approach to capture tax alpha opportunities.
Consultative approach
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We work with clients to understand their current portfolios and how to more efficiently replicate existing risk factors while promoting opportunities for higher after-tax returns.
Get in touch
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More to explore
Navigating the Ins and Outs of the Quality Factor
by Jennifer Sireklove, Managing Director, Investment Strategy
June 5, 2023
Building quality into a portfolio requires understanding its meaning. Which quality strategy best fits investor objectives?
Short-Term Reversal Factor: A Balancing Act
by Jeremy Milleson, Director, Investment Strategy
May 9, 2022
Strike the right balance between maximizing after-tax returns and aligning with benchmarks.