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September 02, 2015 11:58 PM ET

Capital Markets

Company Overview of Parametric Portfolio Associates LLC

Company Overview

Parametric Portfolio Associates LLC is a privately owned investment manager. The firm provides its services primarily to high net worth individuals. It also serves banking or thrift institutions, pension and profit sharing plans, charitable organizations, corporations, and municipal government entities. The firm manages separate client focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds. The firm invests in the public equity, fixed income, commodity, and currency markets across the globe. It employs fundamental and a quantitative analysis and uses top down approach to make its investments. The firm benchmarks the performance of its portfolios agai...

1918 Eighth Avenue

Suite 3100

Seattle, WA 98101

United States

Founded in 1987

Phone:

206-694-5500

Fax:

206-694-5581

Key Executives for Parametric Portfolio Associates LLC

Chief Executive Officer, Managing Director, and Manager
Age: 47
Chief Financial Officer and Manager
Chief Operating Officer, Chief Administrative Officer, Manager, and Member of Executive Committee
Co-Chief Investment Officer, Director of Research, and Portfolio Manager
Managing Director and Co-Chief Investment Officer
Age: 49
Compensation as of Fiscal Year 2015.

Parametric Portfolio Associates LLC Key Developments

Mercer Funds Announces Change of Subadvisor

Mercer US Large Cap Growth Equity Fund, Mercer US Large Cap Value Equity Fund, Mercer US Small/Mid Cap Growth Equity Fund, Mercer US Small/Mid Cap Value Equity Fund, Mercer Non-US Core Equity Fund, Mercer Emerging Markets Equity Fund and Mercer Global Low Volatility Equity Fund (Funds), each a series of Mercer Funds (Trust). Specifically, the Board of Trustees of the Trust has approved the hiring of Parametric Portfolio Associates LLC (Subadvisor) to serve as a subadvisor to the Funds. The Board also has determined to terminate the subadvisory agreement with SSgA Funds Management, Inc., one of the subadvisors that previously managed an allocated portion of each Fund's portfolio, and Parametric has taken over the management duties of each Fund's portfolio previously allocated to SSgA FM.

Parametric Portfolio Associates LLC Hires Consultant Relations Professional William A. Bill Busch Jr

Parametric Portfolio Associates LLC, a subsidiary of Eaton Vance Corp. announced it has added depth to its institutional sales team with the hiring of Consultant Relations professional William A. "Bill" Busch Jr. In his new role, Mr. Busch is responsible for developing and maintaining relationships within the institutional investment consultant community, and will report to James Barrett, Parametric's Managing Director of Institutional Sales and Client Service Parametric is a leading provider of engineered investment strategies and implementation services to institutions, family offices and individual investors. Mr. Barrett, who leads the effort to expand Parametric's internal institutional sales and client service team.

PARAMETRIC Presents at IMN Global Indexing and ETFs, Dec-08-2014 04:50 PM

PARAMETRIC Presents at IMN Global Indexing and ETFs, Dec-08-2014 04:50 PM. Venue: JW Marriott Camelback Inn, Scottsdale, Arizona, United States. Speakers: Paul Bouchey, Chief Investment Officer.

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