Parametric Portfolio Associates Winner

In the wake of the pandemic disruption, a lot of asset allocators chose to rebalance their portfolios, which often entailed switching asset managers. In our 2020 survey, 59% of allocators cited managers’ underperformance for their making changes. Helping them make this change is Parametric Portfolio Associates. The Seattle-based firm uses a systematic, rules-based approach to deliver transparent, predictable, repeatable outcomes for institutions, as well as high-net-worth individuals, in North America and around the world.

For nearly 30 years, customizing portfolios to meet unique client goals has been its core pursuit. With $404 billion in assets under management (AUM) as of Sept. 30, Parametric can help solve the challenges, portfolio risks, and asset allocation needs institutions face today.

Finalists

• Abel Noser

• BTIG

• Citigroup

• Macquarie Group

• Northern Trust

• Pavilion Global Markets