Parametric
Parametric offers a wide range of investment solutions and advisory services, managing over $516.5 billion in assets as of March 31, 2024. The company has a global presence and is part of Morgan Stanley Investment Management.
Investment Solutions
Parametric offers a range of investment solutions such as centralized portfolio management, commodity strategies, cross-asset portfolio solutions, custom indexing, emerging markets strategies, factor investing, fixed income solutions, liability-driven investing, overlay solutions, responsible investing, and volatility risk premium strategies. These services are designed to meet the diverse needs of both institutional and individual investors through tailored portfolio options.
Advisory Services
Parametric provides advisory services that cater directly to institutional investors and indirectly to individual investors via financial intermediaries. This two-pronged approach ensures that a variety of investor needs are addressed through professional, strategic advice and investment management.
Assets Under Management
As of March 31, 2024, Parametric manages over $516.5 billion in assets. This substantial asset base underscores the company's capability in handling a wide range of investment needs and managing significant portfolio sizes.
Global Presence
Parametric boasts a global presence with offices in key financial hubs including Seattle, Minneapolis, New York, Boston, Westport, Alpharetta, Mumbai, and Singapore. This extensive network enables the company to serve clients around the world, leveraging local knowledge and global expertise.
Technological Tools
Parametric provides a suite of robust reporting and tools for wealth managers. These tools are designed with easy-to-use interfaces on secure platforms. They include various investment calculators such as a laddered interest rate scenario tool, tax-equivalent yield calculator, investment tax calculator, concentrated stock position calculator, and charitable giving calculator, enhancing the service offering for financial advisors and their clients.
Custom Indexing Solutions
Through its Custom Core® SMA strategy, Parametric offers custom indexing solutions that enable investors to create tailored portfolios based on their chosen benchmarks. This service continues Parametric's history of innovation in direct indexing, which began in 1992, allowing clients to design portfolios that closely align with their specific investment goals and preferences.
Partnership with Morgan Stanley
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. This partnership integrates Parametric's specialized expertise in portfolio management with Morgan Stanley's global reach and robust financial infrastructure, providing comprehensive investment solutions to clients.