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Energy MLP

Our Energy MLP strategy aims to efficiently deliver the risk and return of the Alerian MLP Index in a tax-sensitive manner by investing in 10 of the most prominent energy master limited partnerships (MLPs).

Strategy Goals

The Parametric Energy MLP strategy is a separate account offering comprised of the 10 most prominent energy master limited partnerships (MLPs).  MLPs offer investors exposure to the growing U.S. energy industry and have historically had low correlation with other asset classes, making them a potential source of additional portfolio diversification. The strategy aims to efficiently deliver the risk and return of the Alerian MLP Index in a tax-sensitive manner.

Investment Philosophy

 

The Strategy

 

 

  • Seeks to efficiently deliver the risk and return of the Alerian MLP Index in a tax sensitive manner

 

The Approach

 

  • Holds ten of the largest Index constituents, subject to tracking error and turnover tax impact considerations
  • Modified market cap weighted, initial security target weights subject to a maximum of 15%

 

The Benefits

 

  • Transparent, avoids leverage and high fees
  • Direct investment retains the full tax benefits of the master limited partnership structure
  • Size and number of holdings set to maximize asset class exposure while minimizing tax preparation costs

Energy MLP is offered by Parametric Investment & Overlay Strategies.  For additional information please visit the Disclosure page.

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