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 03/31/21. The fund's latest filing disclosed 174BN in positions, representing 125% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/01 to 03/31/21. The fund's latest filing disclosed 174BN in positions, representing 125% of the manager's regulatory AUM.
PARAMETRIC PORTFOLIO StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PARAMETRIC PORTFOLIO Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.37% | Tech | 21.12% | 0.23% | 1 | 13% | ||
| AAPL | 3.8% | Tech | 19.61% | 0.12% | 0 | 13% | ||
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FEATURED IN
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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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
SUITE 3100
SEATTLE, Washington
UNITED STATES, 98101
PARAMETRIC PORTFOLIO Contact Information
Phone Number: 206-694-5575
Fax Number: 206-694-5581
Website: http://www.parametricportfolio.com
Fax Number: 206-694-5581
Website: http://www.parametricportfolio.com
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Disclaimer
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