Overlay
Parametric's Overlay solutions form a comprehensive portfolio management platform that enables institutional investors to optimize their portfolios and remain aligned with strategic policy objectives.
The Parametric difference
Our overlay solutions use diligent execution and creativity to help solve client challenges.
Potential benefits of overlay
Improve returns
Our cash overlay, rebalancing and execution options tailored to your goals and designed to minimize transaction costs and increase portfolio returns.
Increase portfolio flexibility
We customize implementation programs that may enhance liquidity and address persistent or episodic risks without disruption.
Enhance risk management
We give strategic advice on exposure management and hedging solutions with a suite of tools to help address and manage specific portfolio risks.
Overlay solutions at Parametric
Access to dynamic, wide-ranging instruments:
Futures
Options
Bilateral OTC swaps
ETFs
Equities
Fixed Income
How it works
Customized solutions
We take the time to understand each institution’s objectives and policy challenges, then design a custom overlay solution to address these challenges and establish the appropriate program parameters. Our team of derivative investment experts have access to dynamic, wide-ranging instruments including futures, options, swaps, ETFs, equities and fixed income.
Analytics
We use proprietary technology to validate portfolio data and generate custom analytics. Our overlay team evaluates and confirms these analytics and makes the necessary adjustments after approval and verification from the portfolio management team.
Detailed reporting
We generate comprehensive program reporting published on a secure client portal, providing institutional investors with increased oversight and governance. Comprehensive performance metrics measure returns by asset class and overlay component.
Why clients continue to choose Parametric:
Customization
Each overlay solution is wholly tailored to the unique needs of the client.
Engagement
Our investment and client service team members have consistent two-way communication with our clients.
Technology
We continuously refine our proprietary systems to seamlessly fit and evolve with our clients.
Transparency
We provide detailed, timely exposure and performance reporting day in and day out.
Overlay strategy overview
Want a deeper dive into Parametric’s Overlay Strategy?
Download our strategy overview.
More to explore
Extensive Capabilities of an Overlay Program: More than Meets the Eye
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.
