Skip To Content

email print Shareshare

Parametric Portfolio Associates LLC

Leader in Structured Portfolio Management

Parametric Portfolio Associates is widely recognized for its pioneering research in the field of tax-efficient investing.  As a result of the company's strong focus on intellectual capital, cutting-edge research, and proprietary technology, Parametric has attracted leading financial consultants and their clients who recognize after-tax return as the true indicator of performance. Parametric is one of the few firms that reports after-tax performance for its advisory products.

Parametric's long-term strategy is based on a straightforward but powerful approach: seek after-tax returns by combining benchmark-based stock selection with active tax management within a separately managed account that has performed consistently. Parametric Tax-Managed Core Portfolios combine the performance of a broad-based benchmark, the flexibility of a separate account and potentially enhanced returns created through active tax management.

  Click here to learn more about Parametric Portfolio Associates and its capabilities

Portfolio Profiles

Commentary