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.
Explore more Custom Core solutions
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.
Intended benefits of factors
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
Learn more >>
We use a systematic tax management approach to capture tax alpha opportunities.
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.
Get in touch
Want to know more about our Factors solutions? Complete our contact form, and a representative will respond shortly.
More to explore
Financial Services Review: Building Personalized Portfolios through Direct Indexing
by Thomas Lee, Co-President and Chief Investment Officer
July 30, 2026
Through direct indexing and separately managed accounts, Parametric enables advisors and clients to customize portfolios while seeking improved after-tax outcomes and long-term diversification.
Head of Fixed Income Solutions at Parametric: Jonathan Rocafort on InvestmentNews
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions
July 28, 2026
See Jonathan Rocafort, Head of Fixed Income Solutions at Parametric Portfolio Associates, discuss the potential advantages of tax-optimized bond ladders compared with traditional fixed-income portfolios.
