Parametric Portfolio Associates LLC

Institutional Investor Washington, United States ·Founded 1987

Overview

Parametric Portfolio Associates LLC is a global asset management firm specializing in customized investment solutions, including systematic and rules-based strategies. The firm offers a variety of investment strategies, such as alpha-seeking equity, fixed income, alternative, and options strategies. It also provides implementation services, including customized equity, traditional overlay, and centralized portfolio management. Parametric is a subsidiary of Morgan Stanley Investment Management and operates offices in Seattle, Boston, Minneapolis, New York City, and Westport, Connecticut. As of December 1, 2025, the firm managed over $12.5 billion in assets under management across its Custom Active platform, which comprises 65 strategies from investment teams at Morgan Stanley Investment Management and third-party asset manager partners. The firm's investment philosophy focuses on delivering engineered portfolio solutions that help investors efficiently access market exposure, solve implementation challenges, and design multi-asset portfolios that respond to evolving needs. Parametric also offers systematic alpha strategies to complement clients' core holdings.

Investment Focus

  • Accredited investor status required
  • Commitment to long-term investment horizon

Portfolio Companies

AppleMicrosoftAmazonFacebookJohnson & JohnsonExxonMobilProcter & GambleVisaPfizerGoogleTeslaBerkshire HathawayWalmartChevronCoca-ColaIntelPepsiCoMcDonald'sNike

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Frequently asked questions about Parametric Portfolio Associates LLC

What sectors does Parametric Portfolio Associates LLC invest in?

Parametric Portfolio Associates LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Washington, United States. Parametric Portfolio Associates LLC is listed as a institutional investor in the ConnectSafely investor database.

What stage does Parametric Portfolio Associates LLC invest at?

Parametric Portfolio Associates LLC backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.

Which regions does Parametric Portfolio Associates LLC invest in?

Parametric Portfolio Associates LLC invests across United States, United Kingdom, Canada, Germany, Japan and Australia.

What companies has Parametric Portfolio Associates LLC invested in?

Parametric Portfolio Associates LLC's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.

Last updated · Source: ConnectSafely investor database