Parametric Implementation and Tax Efficiency Insights
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Parametric Portfolio Associates® LLC (“Parametric”) is registered with the United States Securities and Exchange Commission ("SEC") as an investment adviser under the United States Investment Advisers Act of 1940. Parametric is exempt from the requirement to hold an Australian financial services license under the Australian Corporations Act 2001 (Cth) (Corporations Act) in respect of the provision of financial services to wholesale clients as defined in the Corporations Act and the Australian Securities and Investments Commission's ("ASIC") Class Order 03/1100. SEC rules and regulations may differ from Australian law. Parametric is not a licensed tax agent or advisor in Australia and the information on this website does not represent tax advice.
In Australia, Parametric’s advisory services are marketed and offered by Eaton Vance Management (International) Ltd. (“EVMI”), an affiliated investment adviser registered with the UK Financial Conduct Authority. EVMI and Parametric are wholly owned subsidiaries of Eaton Vance Corp. EVMI is exempt from the requirement to hold an Australian financial services license under the Corporations Act in respect of the provision of financial services to wholesale clients as defined in the Corporations Act 2001 (Cth) and as per the ASIC Corporations (Repeal and Transitional) Instrument 2016/396. EVMI is registered in England and Wales with company number 4228294. EVMI’s Registered Office is 125 Old Broad Street, London, EC2N 1AR. EVMI’s office in Australia is located at Suite 25.05, Level 25, 259 George Street, Sydney NSW 2000.
The information on this website is solely to report on investment strategies and opportunities identified by Parametric. Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided on this website is reliable, but do not warrant its accuracy or completeness. Information on this website is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. Parametric does not provide legal, tax and/or accounting advice or services. Investors should consult with their own tax or legal advisor prior to entering into any transaction or strategy described herein.
Global market investing, (including developed, emerging and frontier markets) carries additional risks and/or costs including but not limited to: political, economic, financial market, currency exchange, liquidity, accounting, and trading capability risks.
Parametric is headquartered in the United States at 800 5th Avenue, Suite 2800, Seattle, WA 98104, with Australian offices at Suite 25.05, Level 25, 259 George Street, Sydney NSW 2000. For more information regarding Parametric and its investment strategies, or to request a copy of Parametric’s Form ADV, please contact us at +61.2.8229.0222 (Australia) or +1.206.694.5575 (U.S.).”