Centralized Portfolio Management
For wealth managers
Parametric’s Centralized Portfolio Management (CPM) solutions are designed for advisors and their clients who use multiple managers to eliminate implementation inefficiencies and minimize tax costs by using a single centralized account.
Leveraging proprietary technology and more than 25 years of experience managing tax-efficient, risk-controlled, customized portfolios, Parametric provides advisors with a simple yet enhanced way to offer holistic portfolio solutions to their clients.
CPM offers a customizable and scalable platform for advisors to manage investment portfolios in a way that minimizes trading and tax costs. Combining the inputs from various third-party management strategies into a single account, the platform allows for unique tax, risk, and customization decisions for each client.
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Why choose Parametric?
How it works
Advisors design multimanager portfolios and apply unique client customizations. Parametric aggregates all portfolios and implements a single centralized portfolio to minimize trading costs and taxes. Parametric manages ongoing portfolio activities, streamlining operational efficiency. CPM centralizes tax issues and the operational activities of opening, closing, trading, and maintaining accounts between Parametric and the advisor—where maximum coordination and customization can occur.
This represents a new relationship between advisors, active managers, and the centralized portfolio manager—a relationship with benefits for all parties.
Intended benefits of CPM
Operational scale
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We implement a platform that provides scalable and unified access to active managers, mutual funds, ETFs, and market exposures across public equities and fixed income.
Demonstrated value
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We outsource implementation of public assets to a central manager, allowing advisors to focus on client goals and value-added services.
Customization
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Simplicity
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Get in touch
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