Institutional Investors

Creative Customization. Precisely Delivered.
We deliver expertise in implementing customizable portfolio solutions for the challenges, portfolio risks, and asset allocation needs institutions face today.

Parametric is a global asset manager that's spent 35 years designing and delivering customized solutions for our clients. We use a systematic, rules-based approach that seeks to deliver transparent, predictable and repeatable outcomes. Our mission is to help institutional investors access efficient market exposures, solve implementation challenges and design multiasset portfolios that respond to their evolving needs.

Diverse solutions for trusted institutions

We’re there when a large corporate plan needs a liquidity solution that doesn’t hinder returns. Or a leading public plan needs to optimize exposures and keep its portfolio aligned with policy. Or a prominent endowment has to address risk issues related to a set of particular investments. Our solutions blend creativity and diligence to deliver the ideas and execution today's investors need to solve their unique challenges.

Key competencies

Derivatives

Listed and OTC instruments globally

Equities

Domestic, developed, emerging, frontier

Fixed Income

Sovereign, municipal, investment grade

Solutions for institutional investors

Since our founding, we've crafted a set of specialized solutions that integrate a mix of dynamic creativity and diligent execution. We can tailor that mix for each client across custom and enhanced engineered solutions. Our implementation expertise can give your portfolio the return enhancement and risk mitigation oversight it needs to be efficient.

Custom Building Blocks

Core solutions tailored to each client's unique needs and circumstances

Centralized Portfolio Management

Cross-Asset Portfolio Solutions

Custom Indexing

Factors

Fixed Income

Liability-Driven Investing

Overlay

Responsible Investing

Enhanced Engineered Strategies

Researched-based approaches seek to deliver alpha and enhance diversification

Commodity

Emerging Markets

International Equity

Volatility Risk Premium

We maximize these capabilities through an unwavering focus on:

Transparency

Frequent, often daily, communication and custom reporting

Efficiency

Systems and processes that drive ideal execution

Risk Optimization

Calibration, inclusion of desired risks, exclusion of undesired risks

INVESTOR SPOTLIGHT

Broadening the Overlay Horizon: Adding Diversification with Trend Strategies

We consider an area that's less explored: the ability to implement systematic strategies, like trend following, within an overlay program. Find out why we see a natural opportunity for integrating overlay and trend strategies.

Learn more >>

A different type of partner

We’re more than our assets under management, a roster of investment capabilities or a long list of names. We’re an asset manager specially equipped to build and deliver creative custom solutions.

130+

Global markets where we operate

$574B+

Total firm AUM

Avg. years' experience, Sr. Relationship Managers

198

Investment professionals

As of 12/31/2024

Immersed in markets

We execute millions of trades in markets around the world on behalf of our clients every year.

Practical experience

We’ve guided portfolios across multiple market cycles and through every type of market environment.

Cohesive team mindset

We’re an experienced and unified group, not a collection of individual stars, working toward better results.

Intellectually curious

Our large and diverse team is relentlessly thoughtful and practical about solving our clients’ investing challenges.

Why institutions choose us

We offer the potential advantages of an independent, vibrant boutique with a client-first mindset. We can partner with your staff to centralize and optimize your investment operations, or we can give you the control and the tools to implement your tactical portfolio views.