Parametric Portfolio Associates
Assets Under Management
$574.0B
Number of Clients
201,647
Number of Advisors
7
Avg. Portfolio per Client
$2.8M
Avg. Managed per Advisor
$82.0B
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Parametric Portfolio Associates offers portfolio management services and investment strategies to institutional investors and individual investors through financial intermediaries. Parametric uses technology and mathematical methodologies to help clients meet their goals for market exposure, risk management, tax management, and returns. Parametric offers services like systematic equity portfolios, tax-managed portfolios, fixed income, and customized solutions using equity, fixed income, and derivative programs.
Fee Structure
Parametric charges a fee based on a percentage of the assets they manage. The specific fee schedule and minimum account size vary depending on the investment strategy, product type, account size, how customized the account is, and the level of service required. Certain strategies are available to individual investors through financial intermediaries, who negotiate the fee with Parametric. Fees may be higher if the account requires more customization or other client requests. Participants in wrap programs should consult the brochure provided by their wrap sponsor.
Areas of Practice
Location
800 Fifth Avenue, Suite 2800, Seattle, WA, 98104