Header Image_Factor Investing

Factors

For wealth managers

For institutional investors »

Parametric provides cost-efficient, risk-controlled access to a suite of 14 different factor strategies across US and developed international equities.

Header Icon

 

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.

Explore more Custom Core solutions

FACTORS
EQUITY
TAX MANAGEMENT
FIXED INCOME
RESPONSIBLE INVESTING

How factor investing works

Number 1

Advisors and clients prioritize their preferred factors.

Number 2
We provide a portfolio with high exposure to stocks exhibiting the desired factor characteristics.
number 3
Clients can customize the portfolio with active tax management and ESG guidelines.

Three ways to invest

Single factors

Parametric identifies stocks that exhibit these individual characteristics.

Single Factors Single Factors stacked

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?

Custom Equity Icon


$4.6B+

Factor solutions AUM



total firm AUM icon


$366B

Total firm AUM



Factor Strategies Icon


14

Proprietary factor strategies



As of 9/30/2022

Intended benefits of factors

Efficient exposure Icon

Efficient exposure

Learn more >>

Our thoughtful approach to factor design and research-based portfolio construction doesn’t compromise other aspects of investment management.

After-tax return Icon

After-tax return

Learn more >>

We use a systematic tax management approach to capture tax alpha opportunities.

Consultative approach Icon

Consultative approach

Learn more >>

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.

More to explore