Parametric Portfolio Associates Australia custom-fits equity portfolios to help superannuation funds achieve their investment ... vision. We focus on implementation and tax efficiency, using a collaborative, research-driven approach. Our solutions include tax-managed centralised portfolio management, tax-managed index-based investing, factor investing, emerging markets, systematic alternative risk premia and defensive equity. Eaton Vance Management (International) Limited (“EVMI”) is exempt from the requirement to hold an Australian financial services license under the Corporations Act in respect of the provision of financial services to wholesale clients as defined in the Corporations Act 2001 (Cth) and as per the ASIC Corporations (Repeal and Transitional) Instrument 2016/396. In Australia, EVMI markets the services of its affiliate Parametric Portfolio Associates® LLC (“PPA”) an investment advisor registered with the Securities Exchange Commission of the United States under the Investment Advisers Act 1940 and is a part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. PPA is exempt from the requirement to hold an Australian financial services license under the Corporations Act in respect of the provision of financial services to wholesale clients as defined in the Corporations Act 2001 (Cth) and the Australian Securities and Investments Commission’s (ASIC) Class Order CO03/1100. read more
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