Investing solely in the S&P 500 ignores possible opportunities in other market segments that can also provide potential benefits of direct indexing. Explore how diversifying can increase tax efficiency: https://xmrrwallet.com/cmx.pmgstn.ly/3Hne1qa
Parametric
Financial Services
Seattle, Washington 12,968 followers
Leaders in custom and systematic investment strategies
About us
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.
- Website
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https://xmrrwallet.com/cmx.pwww.parametricportfolio.com
External link for Parametric
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Seattle, Washington
- Type
- Public Company
- Specialties
- financial advisors, 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, commodities, ESG, and asset management
Locations
Employees at Parametric
Updates
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By using rebalancing, volatility and market turbulence can be seen as opportunities rather than obstacles in the investment process. Discover how in our blog: https://xmrrwallet.com/cmx.pmgstn.ly/3UJmIOx
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Each June, our team comes together to give back and create positive change in our communities. This past Global Volunteer Month, we had the opportunity to join initiatives such as building homes, serving meals, distributing bags of food and more. As we reflect on the impact of those moments, we are looking ahead to the next opportunity to make a difference.
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Curious about market expectations for the rest of the year? See what our strategists have to say about equities, fixed income, the tax code and more in our Midyear Outlooks: https://xmrrwallet.com/cmx.pmgstn.ly/44THRMa
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Over the past few months, our 2025 Parametric India interns have shown exceptional dedication, a strong willingness to learn and the ability to take on challenges with confidence and integrity. We're proud of their accomplishments after successfully completing and graduating from the program and we are excited for what’s ahead for them.
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On the latest episode of the podcast How I Invest with David Weisburd, Thomas Lee, Co-President and Chief Investment Officer of Parametric, discusses portfolio customization, building partnerships with clients and financial advisors and service-driven innovation in asset management. Tune in to learn about Parametric’s mission to democratize institutional investment tools for high-net-worth and retail clients and the power of direct indexing, tax-loss harvesting and customizing portfolios. The episode also explores the role of active vs. passive investing, the future of alternatives in model portfolios, leadership communication and more. Listen here: https://xmrrwallet.com/cmx.pmgstn.ly/3UzZ9HT
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Following our recent Midyear Tax Outlook, Co-President and Chief Investment Officer Thomas Lee discusses the One Big, Beautiful Bill Act (OBBBA) and how it is bringing new actors into the taxable world—including many endowments and foundations. Discover how fiscal policy will take center stage as OBBBA becomes more broadly understood and implemented: https://xmrrwallet.com/cmx.pmgstn.ly/3H0N1MX
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Explore the possible impacts that the One Big, Beautiful Bill Act may have on investors and how tax management can potentially help, in our Midyear Tax Outlook: https://xmrrwallet.com/cmx.pmgstn.ly/3Upr6Cf
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What’s next for corporate pensions? Learn the outlook for pension investing, from funding ratios and plan allocations to buyouts and surplus assets in, read our midyear review on liability-driven investing trends: https://xmrrwallet.com/cmx.pmgstn.ly/4o3nROH
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