Strong Market Position Parametric has established itself as a leader in custom portfolio solutions with over 30 years of experience, enabling it to attract clients seeking tailored investment strategies in a competitive financial services market.

Growing ETF Portfolio The recent launch of the Parametric Equity Plus ETF (PEPS) by Morgan Stanley and its rapid growth to over 3.3 billion dollars in assets demonstrate strong market demand for actively managed ETFs, presenting opportunities to target investors expanding their ETF holdings.

Strategic Differentiation Parametric's focus on customized portfolio design and alternative strategies aligns with the increasing client demand for personalized investment solutions, positioning the firm to attract advisors and institutional investors seeking innovative approaches.

Technological Capabilities Utilizing advanced technology stacks like Capital IQ, VMware ESXi, and Java, Parametric is well-equipped to support sophisticated portfolio management and data-driven decision-making, appealing to tech-savvy financial professionals.

Market Trends Alignment With the rising popularity of active ETFs and diversified investment options, Parametric's recent product launches and strategic positioning are well-aligned with current market trends, creating multiple sales opportunities in the expanding ETF space.