Naming a company after a math equation may seem nerdy. See why we thought “Parametric” was perfect: https://ow.ly/KYjf50K1wGh
Parametric
金融服务
Seattle，Washington 11,725 位关注者
Leaders in custom and systematic investment strategies
关于我们
Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer alternative strategies to complement clients’ core holdings.
- 网站
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https://www.parametricportfolio.com
Parametric的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 总部
- Seattle，Washington
- 类型
- 上市公司
- 领域
- financial advisors、insitutional investing、wealth management、tax-loss harvesting、tax management、responsible investing、factor investing、custom SMAs、dividend income、emerging markets、international equity、impact investing、risk management、liability-driven investing、volatility risk premium、options overlay、alternative risk premia、commodities、ESG和asset management
地点
Parametric员工
动态
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Retail and sales data is meeting or exceeding expectations. What does this mean for #FixedIncome? Learn more: https://mgstn.ly/4fzOCFv
Fixed Income Commentary | Parametric Portfolio Associates
parametricportfolio.com
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You don’t need to go back to school to understand Direct Indexing. With over 30 years’ experience, we can teach you how to make your passive portfolio work for your unique needs. https://mgstn.ly/40TYrK6
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Are your clients leaving money on the table? See how investors may keep more of what they make with #DirectIndexing: https://mgstn.ly/4fOAmIK
How Direct Indexing Can Make the Difference for Taxable Investors | Parametric Portfolio Associates
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Advisors name #TaxManagement as a top potential advantage of #DirectIndexing. Find out how a year-round tax focus may unlock value: https://mgstn.ly/4hGUUom
How Direct Indexing Can Make the Difference for Taxable Investors | Parametric Portfolio Associates
parametricportfolio.com
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Ensure you have a bountiful harvest this fall. Turn losses into potential gains with tax loss harvesting. https://mgstn.ly/3CqeDbL
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We are pleased to announce the expansion of our Custom Active solution, an innovative tax optimization capability for asset managers, with Lazard Asset Management as a new partner. Following the success with previously announced partner Capital Group, Parametric is introducing several new strategies that use the Custom Active solution for tax efficiency and other customization considerations. Learn more: https://mgstn.ly/3O5gWnf
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What does tax management involve? Here are the four primary techniques: https://mgstn.ly/3Usayde #FinancialPlanningMonth
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Markets are holding steady, but with next week’s presidential election, November could get off to an interesting start. Read more: https://mgstn.ly/3YEIAh0
Fixed Income Commentary | Parametric Portfolio Associates
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#FixedIncome markets remain focused on inflation data. Read what we think this wait-and-see approach could bring: https://mgstn.ly/4eRjhxO
Fixed Income Commentary | Parametric Portfolio Associates
parametricportfolio.com