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
Parametric
Financial Services
Seattle, Washington 12,888 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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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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Unpack investor concerns about rising taxes and strategies individuals might consider to manage their tax liabilities, such as tax-loss harvesting and investing in municipal bonds. Tune in to learn insights from Kevin Lynyak, Managing Director and Portfolio Manager for Taxable Strategies on the Parametric Fixed Income Team, who joins The OpenYield Markets Podcast with host Mark Hebert: https://xmrrwallet.com/cmx.pmgstn.ly/44Zabvj
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Investors with concentrated stock positions have options to increase diversification and mitigate the tax burden. Discover how: https://xmrrwallet.com/cmx.pmgstn.ly/44xDSom
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Morgan Stanley Wealth Management integrates Parametric’s direct indexing capabilities into client portfolios to help advisors look at investment holdings holistically and consider what customizations related to their goals and taxes may help individual clients. Learn more in this FundFire feature with Parametric's Emily Gray, CFA and Morgan Stanley’s Chris Scott-Hansen: https://xmrrwallet.com/cmx.pmgstn.ly/3IxjOdb
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The second quarter’s rapid recovery from April’s market volatility reminds us how powerful a systematic rules-based approach to tax management can be. Learn more: https://xmrrwallet.com/cmx.pmgstn.ly/3TDzwpj
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Rising tariffs may lead to higher inflation and slower economic growth—an environment that has historically favored commodities. Learn more in our Midyear Commodity Outlook: https://xmrrwallet.com/cmx.pmgstn.ly/44Me3zK
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Discover how the volatility of bond yields and the relative weakness of municipal bonds have offered a valuable opportunity to harvest tax losses: https://xmrrwallet.com/cmx.pmgstn.ly/40bf9DL
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