Parametric Implementation and Tax Efficiency

Parametric’s range of solutions reflect our passion for innovation, our commitment to partnership and our implementation expertise. Our investment strategies and services have been driven by listening closely to our clients and are based on transparency, measuring and managing risk, and a sharp focus on controlling costs. Clients value our healthy mix of investment discipline and flexible approach to solving problems as we strive to meet specific challenges and concerns.




Centralised Portfolio Management

Centralised portfolio management (CPM) is designed to offer clients their desired multi-manager equities exposure all within a single coordinated portfolio. Parametric’s role as a CPM manager is to provide the pre-tax return of a combination of asset managers or styles while managing total portfolio risk and taxes.

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Factor-Based
Investing

Parametric’s factor-based equity portfolios are designed to maintain a systematic bias towards factors such as Dividend Yield, Value, Quality, Momentum, Low Volatility and Profitability.



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Tax-Managed Indexing

Tax-managed portfolios are equity separate accounts that target a client-designated index. They seek to provide the consistent performance and diversification of index-based investing with active tax management and per-client customisation.


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Responsible Investing

Investors are increasingly considering the environmental or social impact of companies. At Parametric, we specialise in implementing the investor's vision rather than imposing our own views. Explore how we build portfolios that balance responsible investing and return objectives.

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Defensive
Equity



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Emerging Markets
Equity



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Additional Resources