Factors
For wealth managers
Parametric provides cost-efficient, risk-controlled access to a suite of 14 different factor strategies across US and developed international equities.
Securities displaying certain characteristics, or factors, tend to exhibit higher return potential over time. Your clients can customize a factor-based portfolio to express unique investment views. You can apply these strategies to customized portfolios, which allow for additional customization options such as responsible investing and active tax management.
Explore more Custom Core solutions
How factor investing works
Advisors and clients prioritize their preferred factors.
Three ways to invest
Single factors
Parametric identifies stocks that exhibit these individual characteristics.
Multifactor combinations
Choose from premade combinations of popular factors.
Custom factor strategies
Build your own customized exposures through a blend of strategies based on
your client’s needs or by combining factor strategies with a cap-weighted index.
Why choose Parametric?
Intended benefits of factors
Efficient exposure
Learn more >>
Our thoughtful approach to factor design and research-based portfolio construction doesn’t compromise other aspects of investment management.
After-tax return
Learn more >>
We use a systematic tax management approach to capture tax alpha opportunities.
Consultative approach
Learn more >>
We work with clients to understand their current portfolios and how to more efficiently replicate existing risk factors while promoting opportunities for higher after-tax returns.
Get in touch
Want to know more about our Factors solutions? Complete our contact form, and a representative will respond shortly.
More to explore
How Direct Indexing Can Make the Difference for Taxable Investors
by Jeremy Milleson, Director, Investment Strategy
November 14, 2024
Are your taxable clients leaving money on the table? See how direct indexing may help investors in higher brackets keep more of what they make.
Ins and Outs of Tax-Managed Charitable Giving
by Jeremy Milleson, Director, Investment Strategy
November 11, 2024
Here’s why we think it’s worth the effort to evaluate ways to maximize donations while reducing the burden of taxes.