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- Optimal Allocation Of A Taxable Core And Satellite Portfolio Structure
- There is growing recognition in the financial services industry that the design and structure of equity portfolios with multiple managers should be fundamentally different for a taxable investor than for the typical institutional investor. Many have observed that taxable investors can reap significant benefits by adopting a "core and satellite"...
- White papers 2003-04-01
- Using Statistical Process Control To Monitor Active Managers
- It is often claimed that it takes forty years to determine whether an active portfolio outperforms its benchmark. In this article one show, how a statistical process control procedure known as the CUSUM can be used to reliably detect flat-to-the-benchmark performance in forty months, and to underperformance faster still. The...
- White papers 2003-01-01
- Overlay Portfolio Management In A Multi-Manager Account
- It has been seen that new portfolio structures are changing the rules of the investment game. Multi-Manager Separate Accounts combines the separate skills of a number of managers in a single account, providing benefits to the investor, the plan sponsor, and the manager. An effective multi-manager account requires what the...
- White papers 2003-04-01
- The Diversification Of Employee Stock Options
- Employee options offer large potential wealth, but they come with the risk of overexposure to the employer's stock. As a result, managing options requires a disciplined strategy—one that evaluates the employee's position at each point in time to determine how much to exercise-and-sell This article introduce a disciplined framework for...
- White papers 2003-01-01
- Equity Portfolio Structure And Design: When The Whole Is Less Than The Sum Of Its Parts
- It has been observed that professional advisors often use large cap. Mid cap. Small cap. Growth value to select portfolio specialists with beat-their-benchmark track records. As a result, the risk is minimized. The question this article tries to address is what is wrong with that? The wrong is that a...
- White papers 2003-01-01
- Equity Portfolio Structure And Design In The Presence Of Taxes
- In discussing the main decisions that an investor faces, one identifies the following: long-term strategy, asset allocation, policy normal mix, active/passive, manager selection and portfolio management, and implementation. In this, paper one focus on Equity Structure. It also addresses the taxable investor and argues that Equity Portfolio Structure is a...
- White papers 2001-10-01
Additional Resources
- Managed Risk Advisors, LLC Merges with Affiliate of Parametric Portfolio Associates, a Subsidiary of Eaton Vance Corp
- SEATTLE -- Parametric Portfolio Associates, a Seattle-based subsidiary of Eaton Vance Corp. (NYSE: EV), with $20 billion in assets under management, today announced the signing of a definitive agreement with Managed Risk Advisors, LLC ("MRA"), an investment management and derivatives investment advisory firm based in Westport, Connecticut, and its affiliates....
- Research articles 2007-04-05
- Eaton Vance/Parametric Tax-Managed Consults Diversified Portfolio Added to Merrill Lynch Consults Program
- BOSTON -- Eaton Vance, in conjunction with its affiliate, Parametric Portfolio Associates, LLC, announced today that the Eaton Vance/Parametric Tax-Managed ConsultsR Diversified Portfolio offering has been added to the Merrill Lynch ConsultsR Program.
- Research articles 2004-11-03
- At the Bell.(Late News)
- Eaton Vance set to buy Parametric * Eaton Vance Corp. is stepping up its commitment to separately managed accounts with its acquisition of Parametric Portfolio Associates. Boston-based Eaton Vance, with $62 billion under management, said ...
- Research articles 2003-06-09
- Massachusetts fund seeks administrator.(People)(Gregory T. Long appointed at Federal Retirement Thrift Investment Board)(Kerrin Rosenberg of Hewitt Associates L.L.C., to resign)(Clifford Quisenberry to resign from Parametric Portfolio Associates Inc.)
- Athol (Mass.) Contributory Retirement System is searching for a retirement administrator to direct the $14.5 million pension fund's day-to-day operations. The administrator will report to the fund's five-person board of trustees. Current board admini Athol (Mass.) Contributory Retirement System is searching for a retirement administrator...
- Research articles 2007-04-02
- Parametric Portfolio Associates Managed Account Capability Added to Merrill Lynch's Consults Service
- Business Editors
- Research articles 2004-04-22
- Parametric Portfolio Associates and Morgan Keegan Announce Alliance for Innovative Multi-Discipline Account Program
- Business Editors
- Research articles 2002-10-24
- Tim Murray Highlights the Following Stocks: Sharper Image, KVH Industries, Apache Corp., PetroQuest, Parametric, and Sanchez Computer Associates
- Business Editors CHICAGO--BUSINESS WIRE--Feb. 24, 2003 Buddy up with Tim Murray and use this market expert's insight to make investment decisions that will really matter today and in the future. Get a progress report on some of the companies in his portfolio and some detailed information on stocks...
- Research articles 2003-02-24
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