July 20, 2017 9:00 AM ET

Capital Markets

Company Overview of Parametric Portfolio Associates LLC

Company Overview

Parametric Portfolio Associates LLC is a privately owned investment manager. The firm primarily provides its services to individuals. It also caters to high net worth individuals, banking or thrift institutions, investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, corporations or other businesses, state or municipal government entities, other investment advisers, and insurance companies. The firm manages separate client-focused equity, fixed income, balanced, and commodity portfolios. It manages equity, fixed income, balanced, and commodity mutual funds. The firm invests in public equity, fixed income, derivatives, and commodity market...

1918 Eighth Avenue

Suite 3100

Seattle, WA 98101

United States

Founded in 1987

Phone:

206-694-5575

Fax:

206-381-7055

Key Executives for Parametric Portfolio Associates LLC

Chief Executive Officer
Age: 49
Chief Administrative Officer, Manager and Secretary
Managing Director and Global Head of Marketing
Head of Investment Management
Managing Director of Marketing and Client Service
Compensation as of Fiscal Year 2017.

Parametric Portfolio Associates LLC Key Developments

Parametric Presents at DataWorks Summit, Jun-14-2017 04:10 PM

Parametric Presents at DataWorks Summit, Jun-14-2017 04:10 PM. Venue: San Jose Convention Center, California, United States. Speakers: Amir Aliabadi, Scott Sovine.

Parametric Portfolio Associates LLC Launches Defensive Equity Fund

Parametric Portfolio Associates LLC announced the launch of Parametric Volatility Risk Premium ? Defensive Fund (Institutional Class: EIVPX). The Fund is co-managed by three Parametric investment principals: Thomas C. Seto, Head of Investment Management, Thomas B. Lee, CFA, Managing Director of Investment Strategy and Research, and Jay Strohmaier, Managing Director and Senior Portfolio Manager. Eaton Vance Management is the Fund's investment adviser and Parametric serves as the Fund's sub-adviser. The Fund's investment objective is total return.  The Fund invests in a base portfolio generally comprising an approximately equal mix of U.S. equity securities and cash and cash equivalents.

Parametric and Research Affiliates Announce Partnership to Provide Systematic Global Macro Strategy

Parametric Portfolio Associates LLC (Parametric) and Research Affiliates, LLC (Research Affiliates) announced a partnership to provide a Systematic Global Macro strategy to institutional separate accounts.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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