2021 Asset Management & Servicing Winners
Transition Management
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