July 25, 2014 10:36 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 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
Founder and Managing Director
Age: 48
Chief Financial Officer
Chief Operating Officer
Managing Director
Compensation as of Fiscal Year 2014.

Parametric Portfolio Associates LLC Key Developments

Parametric Portfolio Associates LLC Expands Institutional Sales Team

Parametric Portfolio Associates LLC announced the expansion of its institutional client relations team and the addition of three new employees to promote and assist with consultative sales and service of the rapidly growing Parametric Clifton line of institutional offerings. Jason Chalmers joins as Director, Client Relationship Manager and is responsible for managing institutional client relationships throughout the eastern U.S., and will be based in Boston, MA. Prior to joining Parametric Clifton, Mr. Chalmers was Vice President -- Relationship Manager for Acadian Asset Management LLC, where he worked for 15 years. He received a B.S. in Economics from Northeastern University, and a M.S. in Finance from Boston College Carroll School of Management. Daniel Ryan joined as Director, Client Relationship Manager in October 2013 and is responsible for managing client relationships throughout the western U.S. He is based in Seattle. Most recently, Mr. Ryan was Vice President and Senior Relationship Manager for State Street Global Advisors. He received a B.A. in History from the University of Michigan. Amy Arslain joined in January 2014 as Client Service Associate and is responsible for managing Parametric Clifton's institutional client relationships and supporting the Client Relationship Management team. Previously, she spent eight years at The Yucaipa Companies as Marketing Associate, Investor Relations. She received a B.S. in Psychology from California Polytechnic State University.

Parametric Portfolio Associates LLC Launches Dividend Income Fund

Parametric Portfolio Associates LLC announced the launch of Parametric Dividend Income Fund (Investor Class: EAPDX; Institutional Class: EIPDX). Eaton Vance Management is the Fund's investment adviser and Parametric serves as the Fund's sub-adviser. The Fund is co-managed by David M. Stein, Ph.D., Chief Investment Officer of Parametric, and Thomas Seto, Managing Director, Portfolio Management. In managing the Fund, the portfolio managers employ a top-down, disciplined and systematic investment process that emphasizes a diversified portfolio of quality companies that have historically demonstrated high current income and lower levels of stock price volatility on a sector relative basis. To achieve broad diversification, each industry sector generally receives an equal weight. The top ranked securities within each sector based on the sub-adviser's yield and volatility screening are also generally equal weighted. The portfolio may be rebalanced on a periodic basis to maintain diversification, and is reconstituted on an annual basis.

Parametric Portfolio Associates LLC Launches Emerging Markets Core Fund

Parametric Portfolio Associates LLC announced the launch of Parametric Emerging Markets Core Fund. Eaton Vance Management is the Fund's investment adviser and the company serves as the Fund's sub-adviser. The Fund is co-managed by David M. Stein, Ph.D., Chief Investment Officer of the company, and Thomas Seto, Managing Director, Portfolio Management. The managers select and allocate the Fund's investments across emerging market countries based on factors such as size, liquidity, level of economic development, and local economic diversification. Relative to capitalization-weighted emerging market indexes, the company's approach to country allocation emphasizes smaller, less represented countries and reduces exposure to the largest emerging market economies. The Fund's country allocations are rebalanced to target weights when they exceed pre-determined thresholds.

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