About Parametric Portfolio Associates
Parametric Portfolio Associates is a company based in Seattle (United States) founded in 1987 was acquired by Eaton Vance Management in June 2003. It operates as a Professional Services. Parametric Portfolio Associates offers products and services including Direct Indexing, Tax Management, and Overlay Solutions. Parametric Portfolio Associates operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Seattle, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Parametric Portfolio Associates Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
Not available
- Investors
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Employee Count
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Acquired by
Eaton Vance Management
(Jun 05, 2003)
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Products & Services of Parametric Portfolio Associates
Parametric Portfolio Associates offers a comprehensive portfolio of products and services, including Direct Indexing, Tax Management, and Overlay Solutions.
Customized portfolios are offered with unique tax advantages.
Active tax strategies are used to maximize savings.
Portfolio shortfalls are addressed through strategic overlay solutions.
People of Parametric Portfolio Associates
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Leadership Team
67 people
Software Development Team
46 people
Senior Team
35 people
Operations Team
26 people
Associate Team
23 people
Portfolio Team
20 people
Product Management Team
17 people
Investment Team
16 people
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Funding Insights of Parametric Portfolio Associates
Detailed funding history for Parametric Portfolio Associates
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Investors in Parametric Portfolio Associates
Parametric Portfolio Associates has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Eaton Vance Management.
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Platform offering mutual funds and investment management solutions
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Investor details for Parametric Portfolio Associates
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Investments & Acquisitions by Parametric Portfolio Associates
Investment portfolio details for Parametric Portfolio Associates
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Financial Statements - Parametric Portfolio Associates
Detailed financials for Parametric Portfolio Associates
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Parametric Portfolio Associates Comparisons
Peer comparison for Parametric Portfolio Associates
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Competitors of Parametric Portfolio Associates
Parametric Portfolio Associates operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Wealth management, investment advisory, and financial services are provided.
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management solutions are delivered for asset managers.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Mutual life insurance and asset management services are provided.
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Detailed competitors of Parametric Portfolio Associates
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Latest news on Parametric Portfolio Associates
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Frequently Asked Questions about Parametric Portfolio Associates
Parametric Portfolio Associates was founded in 1987.
Parametric Portfolio Associates is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
Brian Langstraat is the current CEO of Parametric Portfolio Associates.
Customized investment solutions are offered by Parametric Portfolio Associates to institutional investors and wealth managers. Services are focused on direct indexing, tax management, and overlay strategies. Risk management, transparency, and systematic approaches are emphasized across sectors like fixed income, emerging markets, and responsible investing. Tailored exposures are designed to meet specific client needs while addressing volatility and tax efficiency.
Parametric Portfolio Associates's top competitors include Fidelity Investments, Investec and S&P Global.
Parametric Portfolio Associates offers Direct Indexing, Tax Management, and Overlay Solutions.
Parametric Portfolio Associates has 1 investor. Key investors include Eaton Vance Management.