Parametric Portfolio Associates, LL is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois (although they are present in other states as well).
Most Parametric Portfolio Associates, LL clients are health and welfare funds, colleges, universities, and professional schools, hospitals, and grantmaking foundations with revenues ranging from $34 million to $1.9 billion.
Previous legal names, trade names, or just variations of their name include: Parametric Portfolio Associates LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Battelle Memorial Institute | 501(c)(3) | Columbus, OH | ||
| 2 | Duke University | 501(c)(3) | Durham, NC | ||
| 3 | Loyola University Chicago (LUC) | 501(c)(3) | Chicago, IL | ||
| 4 | Sisters of Charity of Leavenworth Health System | 501(c)(3) | Broomfield, CO | ||
| 5 | University of Virginia Investment Management Company (UVIMCO) | 501(c)(3) | Charlottesville, VA | ||
| 6 | Unite Here Health | 501(c)(9) | Aurora, IL | ||
| 7 | Midwest Operating Engineers Welfare Fund | 501(c)(9) | Countryside, IL | ||
| 8 | Illinois Education Association | 501(c)(5) | Springfield, IL | ||
| 9 | IBEW Electrial Workers General Welfare Fund | 501(c)(9) | Warrenville, IL | ||
| 10 | Main Line Health | 501(c)(3) | Newtown Square, PA | ||
| ... | and 8 more Parametric Portfolio Associates, LL not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Parametric Portfolio Associates, LL in the nonprofit sector include Investment Performance Services, Alliancebernstein L.P., Lincoln National Life Insurance, Commonwealth Financial Network, Delaware Investments, Valic, Matrix Trust Company, John Hancock, William Blair and Company, and Wellington Management Company LLC.
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