Parametric Overlay Solutions

Parametric Overlay Solutions

Parametric Overlay Solutions

 
 
Summary

Parametric's Overlay solutions form a comprehensive portfolio management platform that enables institutional investors to optimize their portfolios and remain aligned with strategic policy objectives.

 
 
Investment Approach
Philosophy

Parametric overlay solutions offer a comprehensive platform of solutions designed to help investors increase expected return and reduce tracking error, by managing residual exposures around a targeted policy allocation. These highly customizable solutions are engineered by our team of derivative investment experts, built to help solve evolving institutional investor challenges. 

Our solutions offer rules-based and transparent approaches that are generally efficiency-based or exposure-based. When applied to a portfolio, overlay solutions can help mitigate policy implementation challenges, or help achieve specific asset allocation goals. Some of the common overlay strategies we employ include:

  • Cash Overlay
  • Currency Overlay
  • Rebalancing Overlay
  • Transition overlay
 
Differentiators
CUSTOMIZATION

Each overlay solution is wholly-tailored to the unique needs of the client.

CLIENT ENGAGEMENT

Our investment and client service team members have consistent, two-way communication with our clients.

TECHNOLOGY

We continuously refine our proprietary systems to seamlessly fit and evolve with our clients.

TRANSPARENCY

We provide detailed, timely exposure and performance reporting day in and day out.

 
 
 
Investment Process
Investment-Process-Overlay
 
 
Investment Team  
Clint Talmo
Clint Talmo, CFA
Managing Director, Co-Head of Overlay Solutions
22 years industry experience
Ricky Fong
Richard Fong, CFA
Managing Director, Co-Head of Overlay Solutions
15 years industry experience