General Info

Parametric Portfolio Associates is an investment firm specializing in managing broadly diversified equity portfolios. Its long-term investment approach allows each investor to increase overall after-tax performance while controlling risk and customizing investment objectives. Parametric serves investors primarily through two types of investment products: tax managed core, which delivers a pre-tax return, outperforms after taxes and customizes portfolios and integrated separate account management, which combines the inputs of multiple managers and customizes each account s risk, tax and implementation within a single account. The company s clients include high-net-worth individuals, families, mutual funds, a variety of investing institutions and their advisors. Established in 1982, Parametric Portfolio Associates has headquarters in Seattle.