Parametric Portfolio Associates provides investment management services and strategies to institutional investors and individual investors through financial intermediaries. Parametric's investment strategies use technology and mathematical methodologies. Parametric offers services like systematic equity portfolios, tax-managed core equity portfolios, fixed-income, and derivative programs. Clients can set restrictions on investments. Parametric also offers a separately managed account program (the Platform) that provides financial intermediaries and their clients access to investment strategies offered by Parametric, its affiliates, and third parties.
Fee Structure
Parametric charges a fee for investment management services, generally as a percentage of the value of your portfolio each year. These fees are negotiable and vary based on the investment strategy, the type of product, the size of your account, how customized it is, and the level of service you need. Some strategies are available to individual investors through financial intermediaries, who negotiate the fee with Parametric. The fees for mutual funds that Parametric manages may vary and are listed in the fund's documents. Parametric may charge higher fees if your account requires complex customization or other special requests.