PARAMETRIC PORTFOLIO Overview

Parametric Portfolio Associates Llc is an investment advisor that manages 139.3 BN dollars in regulatory AUM and has 298 employees, of which 76 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/01 to 09/30/16. The fund's latest filing disclosed 67BN in positions, representing 48% of the manager's regulatory AUM.

PARAMETRIC PORTFOLIO StockAlpha

-1.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PARAMETRIC PORTFOLIO Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VOO 3.38% ETF 1.54% -0% 3 2%
AAPL 1.83% Tech -2.29% 0% 0 42%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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PARAMETRIC PORTFOLIO Founders and Key Employees

Name Title In Position Since
David M. Stein Manager June-2001
Brian D. Langstraat Manager, Ceo June-2001
Thomas E. Faust Eaton Vance Acquisitions, Representative September-2003
Aaron W. Singleton Manager, Cfo September-2003
Laurie G. Hylton Eaton Vance Acquisitions, Representative March-2012
Christine C. Smith Manager, Chief Compliance Officer, Cao May-2013
Thomas C. Seto Head Of Investment Management - Seattle Investment Center (11/2014) November-2009
Paul W. Bouchey Cio - Seattle Investment Center November-2014
Robert J. Breshock Officer; Man. Dir., Inst Sales November-2009
Frederick S. Marius Eaton Vance Acquisitions, Representative October-2013

PARAMETRIC PORTFOLIO Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro

PARAMETRIC PORTFOLIO Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis


In providing investment advisory services to its clients, Parametric utilizes structured, mathematic and rules-based methods of analysis. Parametric has designed proprietary models and technology that guide its investment decision making processes. Investment strategies employed are generally customized to address the specific needs of the client. As a result, the client’s portfolio will typically be constructed using only the securities from the client’s specified benchmark. For an account using an overlay strategy, the securities or derivatives selected for inclusion are based on the client’s underlying portfolio. Parametric’s rules-based methodologies consider risks, expenses and other portfolio characteristics when making investment decisions. Parametric does not conduct fundamental analysis nor does it rely on security-specific research, anal...
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PARAMETRIC PORTFOLIO Portfolio Concentration

PARAMETRIC PORTFOLIO Location

1918 EIGHTH AVENUE
SUITE 3100
SEATTLE, Washington
UNITED STATES, 98101

PARAMETRIC PORTFOLIO Contact Information

Phone Number: 206-694-5575
Fax Number: 206-694-5581
Website:

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