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November 28, 2015 7:55 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 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





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

Parametric Portfolio Associates Appoints Julianne Williams as Associate Director of Business Development for Western Region

Parametric Portfolio Associates in Seattle added Julianne Williams as associate director of business development for the western region.

Parametric Portfolio Associates LLC Announces Board Appointments

Parametric Portfolio Associates LLC announced the addition of two new members to its institutional business development team: Gregory Bauer, Director – Business Development for the Southeast and, Julianne Williams, Associate Director – Business Development for the Western region. Mr. Bauer and Ms. Williams are reporting to James Barrett who leads the institutional sales and service team. The team currently includes 15 members, and focuses on building institutional relationships with consultants and investors by supporting relationship management, and assisting with consultative sales and service of Parametric's growing line of institutional offerings. In his new role, Mr. Bauer is responsible for promoting Parametric's products and developing business relationships in the Southeast region. Before joining the company, he was the Director of Institutional Services at Crawford Investment Counsel and had worked for the firm since 2011. Ms. Williams is based in Seattle and is focusing on building new business relationships in the Western region. She joins the company from Russell Investments where she was the Director of Client Service – Indexes, and was responsible for overseeing a global team that managed over 1,000 client account relationships.

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.

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