PARASOL INVESTMENT Overview

Parasol Investment Management Llc is an investment advisor that manages 179.4 MM dollars in regulatory AUM and has 1 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/13 to 09/30/16. The fund's latest filing disclosed 96MM in positions, representing 54% of the manager's regulatory AUM.

PARASOL INVESTMENT StockAlpha

-1.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

PARASOL INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 9.78% ETF 4.09% 0% 0 29%
FMBI 9.17% Financials 26.76% 0.2% 1 3%
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FEATURED IN
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PARASOL INVESTMENT Founders and Key Employees

Name Title In Position Since
Mark W. Diorio Cio/Cco December-2010

PARASOL INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

PARASOL INVESTMENT Investment Strategy

Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss

Parasol Investment Management aims to deliver portfolio management strategies that strive to earn attractive, risk-adjusted returns. The firm’s flagship strategy, GEMS, was launched in 2007. The following is a description of the strategy.

Portfolio Strategy Description

The strategy employs a liquid, transparent, and tactical rules based approach to portfolio strategy. The portfolio is an ETF-based global multi-asset portfolio using a risk-based allocation framework. The strategy is designed to offer diversification benefits that are not equity or interest rate dependent.

Construct a Diversified Portfolio

The design of the portfolio is inspired by the long-term benefits of broad multi-asset class diversification. The portfolio consists of twelve broad asset classes designed to diversify across changing macro environments and micro themes. Ea...
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PARASOL INVESTMENT Portfolio Concentration

PARASOL INVESTMENT Location

520 NORTH CASS AVENUE
SUITE 200
WESTMONT, Illinois
UNITED STATES, 60559

PARASOL INVESTMENT Contact Information

Phone Number: 630-725-3303
Fax Number: 630-725-1559
Website:

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