Centralized Portfolio Management
For institutional investors
Multimanager portfolios offer institutional investors a variety of benefits, but efficiently managing the portfolio can present ongoing challenges.
Our centralized portfolio management (CPM) process seeks to simplify and enhance investment transition and implementation. CPM managers and clients have centralized visibility of full portfolio assets, allowing for improved risk-management capabilities and more timely responses to information requests.
Why choose Parametric?
How it works
Within a multistyle portfolio, institutional investors can choose their preferred managers. The operational activities of opening, closing, trading, and maintaining accounts are centralized between Parametric and the program sponsor, allowing for maximum coordination and customization.
Efficient multimanager implementation
Intended benefits of centralized portfolio management
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Maximum coordination
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CPM centralizes the operational activities of opening, closing, trading, and maintaining accounts between Parametric and the program sponsor.
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ESG integration
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Our custom solutions allow institutions to select bonds that align with their ESG policy objectives.
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Customization
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We make it easy to implement factor completions, tactical decisions, and environmental, social, and governance (ESG) guidelines.
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Lower costs
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Holding multiple strategies in one account offsets trades by each underlying manager, reducing custody and trading costs while providing lower turnover.
More to explore
2025 Commodity Outlook: Three Areas to Watch
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by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
February 13, 2025
For commodity investors, three areas to watch are inflation, the US dollar and supply conditions across physical markets.
2025 Responsible Investing Outlook: What’s Next for Climate and Diversity?
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by Gwen Le Berre, Director, Responsible Investing
February 10, 2025
Prevailing winds in US politics could make incorporating environmental or social risks into the investment process more challenging.
2025 Equity and Volatility Outlook: Is the US Equity Investor at a Crossroad?
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by Thomas Lee, Co-President and Chief Investment Officer
January 27, 2025
Now may be the time to start preparing for more challenging markets in the future. Parametric is here to help.
2025 Liability-Driven Investing Outlook: Plan Reopening, Buyout Litigation and Risk Transfer Trends
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by David Phillips, Director, Liability-Driven Investment Strategies
January 21, 2025
With pension plans in relatively good shape compared to the past, what trends do we see continuing into the future?
Broadening the Overlay Horizon: Adding Diversification with Trend Strategies
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by James Thorson, Portfolio Manager, Overlay Solutions; Richard Fong, Managing Director, Overlay Solutions
January 6, 2025
Learn how we can help investors implement systematic strategies like trend following within an overlay program.
2025 Fixed Income Outlook: Monetary and Fiscal Crosscurrents May Create Volatility, Yet Opportunity Persists
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by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions
December 18, 2024
In an environment of modest growth and inflation, we believe 2025 could be favorable for fixed income investors.
Equity Cash and Carry Trades to Help Enhance Returns on Cash
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by Chris Haskamp, Director, Investment Strategy, Government Securities; Dane Fickel, Director, Investment Strategy
December 4, 2024
Capturing the richness of equity implied financing may improve returns on cash.
Gradually, then Suddenly: Policy Proposals and the Deficit
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by Kevin Lynyak, Managing Director; James Benadum, Director, Portfolio Manager
October 23, 2024
In part three of our series, we review major policy plans and budget deficit challenges posed by the US presidential candidates.
Look at Duration During Fed Rate Cutting Cycles
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by Nicholas Stahelski, Vice President, Portfolio Manager
October 21, 2024
Find out why duration matters in the face of declining interest rates.
What Goes Up, Must Come Down: Mean Reversion in Commodities
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by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
October 8, 2024
Explore how a commodity portfolio can be built to emphasize diversification and rebalancing.
Dispelling Three Election Cycle Myths That Can Undermine Investment Success
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by Greg Liebl, Director, Investment Strategy
September 10, 2024
Here we dispel three common myths about elections and investments, demonstrating why we think sticking to a long-term investment plan might be a better path to success than trying to predict political cycles.
Two in the Bush: Still Time to Lock in Long-Term Rates
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by Evan Rourke, Director, Portfolio Management
September 4, 2024
Despite the allure of higher short-term rates in hand now, here’s why we think it makes sense to take on duration to limit reinvestment risk later.
Gradually, then Suddenly: Financing the Nation’s Growing Debt
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by Kevin Lynyak, Managing Director; James Benadum, Director, Portfolio Manager
August 26, 2024
In part two of our series, let’s examine Treasury market supply and demand.
Extensive Capabilities of an Overlay Program: More than Meets the Eye
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by Richard Fong, Managing Director, Overlay Solutions; Heather Wolf, Portfolio Manager
August 5, 2024
Read why we believe consultation, customization and flexibility are three key elements of a successful and holistic overlay program.
Midyear LDI Outlook: Planting Seeds for a New Direction in Pensions
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by David Phillips, Director, Liability-Driven Investment Strategies
July 15, 2024
After some interesting twists in the pension world, let’s look at how far we’ve come and where that might lead.
Gradually, then Suddenly: US Debt and Deficits
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by Kevin Lynyak, Managing Director; James Benadum, Director, Portfolio Manager
July 1, 2024
Ongoing budget deficits linger amid the post-COVID economic recovery. In part one of our series, let’s look at fiscal policy and Treasury debt.
Midyear Fixed Income Outlook: Solid but Slowing, a Favorable Environment for Fixed Income
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by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions
June 21, 2024
Economic resilience and the year-to-date increase in yields may simply prolong and enhance what we see as an attractive opportunity in fixed income.
Midyear Commodity Outlook: Are Higher Rates Masking Tight Inventories?
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by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
June 10, 2024
Learn why the level of inventories can have a big impact on commodity prices, and relatively low inventories can lead to higher volatility across commodity markets.
Can Tight Spreads Still Deliver Excess Returns?
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by Bernie Scozzafava, Director, Quantitative Research and Portfolio Management; Kevin Lynyak, Managing Director
May 31, 2024
Here’s why we believe that even at current tight spread levels, investing in corporate bond ladders may continue to offer a total return advantage over time in most economic environments.
What Is Impact Investing?
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by Gwen Le Berre, Director, Responsible Investing; Lauren Kashmanian, Director, Portfolio Management and Responsible Investing
April 22, 2024
Impact investing may be the key to generating measurable social or environmental benefits while also fueling healthy financial return.
While the Last Round in the Inflation Fight Might Be the Hardest, Don’t Expect Gold to Outperform
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by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
March 4, 2024
Read why we think it makes sense to prepare for bouts of unexpected inflation by including a modest allocation to diversified commodities in a resilient core portfolio.
Reducing Leverage When Cash Rates Are Elevated Is (Probably) Market Timing
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by Benjamin Hood, Managing Director, Research
February 26, 2024
Should investors use leverage in their portfolios when interest rates on borrowing have risen? Read why we think it can still make sense.