Innovative Portfolio Solutions Parametric specializes in developing customized multi-asset portfolios and alternative strategies, offering tailored investment solutions that can attract high-net-worth clients and institutional investors seeking personalized asset management or diversification.

Strong ETF Expansion The recent launch of the Parametric Equity Plus ETF (PEPS) on the Nasdaq, with Morgan Stanley Investment Management, indicates a growing focus on active ETF strategies, providing opportunities to promote partnership or complementary products to firms looking to expand their active ETFs.

Market Relevance Parametric's focus on innovative strategies like PEPS positioned during a complex economic environment makes them an appealing partner for clients seeking diversified exposure through active and alternative investment products amid market volatility.

Leverage Tech Capabilities Leveraging their advanced technology stack, Parametric can offer scalable, efficient portfolio management solutions, appealing to advisory firms and institutional clients aiming to optimize operational efficiency and client experience.

Competitive Positioning As a well-established player in the financial services industry with over 30 years of experience and sizable revenue, Parametric is positioned to deepen relationships with large asset managers and financial advisors seeking to enhance or expand their product offerings.