Figures represent assets under management and rankings. The companys filing status is listed as active and its file number is 5303522. Parametric portfolio associates financial services firm. See who you know at parametric, leverage your professional network, and get hired. From exposure management to alternatives to equities, our solutions can be customized to meet our clients unique needs. See brian langstraat, ceo, discuss parametrics approach to delivering focused. 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. Parametric portfolio associates australia linkedin.
Compliance analyst parametric portfolio associates seattle, wa. He is responsible for buy and sell decisions, portfolio construction, and risk management for the firms taxadvantaged bond strategies. Wealth managers and individuals parametric portfolio. Latest statistics and disclosures from parametric portfolio associatess latest quarterly fhr filing. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Parametric portfolio associates has registered 12 trademarks with the most popular class being insurance. Working at parametric portfolio associates payscale. Parametric portfolio associates will acquire the clifton group, a futures and options overlay and customized risk manager, before the end of the year. Parametric has been making complex instruments simpler for institutions. Parametric portfolio associates, llcs followed users. Investing entails risks and there can be no assurance that parametric and its affiliates will achieve profits or avoid incurring losses. Working at parametric portfolio associates glassdoor.
Our robust and continually evolving menu of esg screens and licensed indexes gives investors a wide range of portfolio design choices. Form adv compilation report parametric portfolio associates llc. Average parametric portfolio associates salary payscale. Contact parametric portfolio associates or view parametric portfolio associatess ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history, and ask one of our 8 advisors a question. Client performance has not been audited and is subject to change without notice. Investment advisory services offered through parametric portfolio associates llc parametric, an investment advisor registered with the us securities and exchange commission parametric national registration database no. Parametric provides advisory services directly to institutional investors and indirectly to individual investors through financial intermediaries. Brian directs institutional portfolio strategies and is a municipal portfolio manager on parametric s fixed income team. Brian langstraat, chief executive of parametric portfolio associates, doesnt try to predict returns. Investment advisory services offered through parametric portfolio associates llc parametric, an investment advisor registered with the us securities and exchange commission. Parametric portfolio associates is based out of seattle. Reviews from parametric portfolio associates employees about parametric portfolio associates culture, salaries, benefits, worklife balance, management, job security, and more.
Parametric portfolio associates sec f filings and top. Parametric portfolio associates, federally registered in 2001, is a registered investment advisor ria in 50 states with a licensed staff of 117 advisors. Parametric has been offering clientdriven, indexbased portfolios that incorporate esg criteria for more than fifteen years now. Form adv part 2a parametric portfolio associates llc 800 fifth avenue, suite 2800 seattle, wa 98104 2066945575. Parametric portfolio associates llc is an sec registered investment adviser ria. Form adv compilation data as of 20170804 for parametric portfolio associates llc. Parametric form adv part 2a 01262017 page 1 item 4advisory business parametric portfolio associates llc parametric is organized as a limited liability company under the laws of the state of delaware. Parametric portfolio associates llc parametric portfolio. Alpha is a different take on key portfolio return drivers 0 efficient implementation allows you to focus. Parametric research affiliates announce partnership to. Parametric portfolio associates parametric uses investment science to build and. The composite is timeweighted and consists of na accounts with a market value of na as of 033114. Parametric portfolio associates parametric tax managed large cap value performance represents all fully discretionary, wrap and nonwrapinstitutional feepaying accounts managed by parametric.
We have designed a series of riskcontrolled, indexlike exposures that can be. We bring clarity and accessibility to investment science with solutions that deliver elevated, transparent, repeatable outcomes for. Its longterm investment approach allows each investor to increase overall aftertax performance while controlling risk and customizing investment objectives. Parametric report center parametric parametric portfolio. Apply to portfolio manager, designer, intern and more.
Parametric has managed assets on behalf of institutions, highnetworth. Parametric portfolio associates, llcs articles seeking. At parametric australia, we customfit equity portfolios to help super funds achieve their investment vision, focusing on implementation and tax efficiency, using. All content is posted anonymously by employees working at parametric portfolio associates. Parametric is a leading global asset management firm. At parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. Parametric portfolio associates llc company profile and. We invite you to explore our available job opportunities listed below and look forward to read more. Parametric portfolio associates llc top holdings f filings. Parametric, headquartered in seattle, wa, is a leading global asset management firm, providing investment strategies and customized exposure management directly to. Parametric form adv part 2a 1292019 page 1 item 4advisory business parametric portfolio associates llc parametric is organized as a limited liability company under the laws of the state of delaware. Portfolio solutions parametric parametric portfolio. Parametrics range of solutions reflect our passion for innovation, our commitment to partnership and our implementation expertise. Parametric portfolio associates thoughts glassdoor.
Parametric portfolio associates llc 1918 eighth avenue, suite 3100 seattle, wa 98101 2066945575. March 25, 2019 this brochure provides information about the qualifications and business practices of parametric portfolio associates llc parametric. Parametric portfolio associates llc parametric portfolio associates is a asset manager located in seattle, wa united states, north america. Parametric has been providing engineered portfolio solutions to institutional and private clients for over a quarter of a century, with a sharp focus on implementation excellence and clientspecific customization.
View form advs for this sec registered investment adviser and. The registered agent on file for this company is co corporation service company and is located at 80 state street, albany, ny 122072543. Seattle, washington, and newport beach, california december 5, 2016 parametric portfolio associates llc parametric and research affiliates, llc, announced today a partnership to provide a systematic global macro strategy to institutional separate accounts. Investment advisory services offered through parametric portfolio associates llc parametric, an sec registered investment adviser. Parametric portfolio associates thoughts glassdoor best cities for jobs 2020 new.
Parametric portfolio associates australia customfits equity portfolios to help superannuation funds achieve their investment vision. Prospective investors should consult with a tax or legal advisor before making any investment. Actual assets under management aum is this value plus cash which is not disclosed. All investments are subject to potential loss of principal. Track the aum, funds, and holdings for parametric portfolio associates llc over time. Parametric portfolio associates llc is a new york foreign limitedliability company filed on march 14, 2018. Parametric portfolio associates llc 800 5th ave seattle.
Whats it like to work at parametric portfolio associates. Parametric portfolio associates llc form adv details as. Parametric has been providing investment advisory services since its formation in 1987. Parametric portfolio associates llc 1918 eighth avenue. Parametric portfolio associates llcs top holdings are microsoft corp. Parametric does not guarantee the accuracy of information furnished by third parties. This information is not your official custodial record. We focus on implementation and tax efficiency, using a. Please refer to the disclosure page for important information about investments and risks.
November 30, 2014 this brochure provides information about the qualifications and business practices of parametric portfolio associates llc parametric. Parametric portfolio associates is an investment firm specializing in managing broadly diversified equity portfolios. Parametric portfolio associates, llc is a seattlebased institutional financial advisor firm that also offers services to registered investment advisors rias who work with individual clients. This is the parametric portfolio associates company profile. Parametric may invest client assets in mutual funds or closedend funds offered or managed by ev or its affiliates. Parametric portfolio associates llc f holdings fintel. If you have any questions about the contents of this. Clients are encouraged to compare this performance with account statements provided by their custodian. The information on this website is intended solely for existing parametric clients and their authorized representatives in the u. Institutional investors parametric parametric portfolio. Company profile page for parametric portfolio associates llc including stock price, company news, press releases, executives, board members, and contact information. Parametric portfolio associates llc citi private bank.
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