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Parametric Team Continues to Grow With Appointment of Senior Analyst

“The appointment of Whitlam Zhang as senior analyst will further add to Parametric’s strength in after-tax management,” says the Chief Executive Officer of Parametric Australia, Chris Briant. 

“Whitlam will be responsible for setting up and managing the day-to-day relationships with our Australian clients and underlying external investment managers,” said Mr Briant. 

Briant said that the growing interest among Australian super funds and other investors in Parametric’s Tax-Managed Centralised Portfolio Management (CPM) benefits and capabilities led to Mr Zhang’s appointment. 

“Whitlam’s expertise will be a significant contributor to the implementation of CPM strategies for our clients and over time in other areas, for example in Parametric’s suite of Systematic Alpha products.” 

“This appointment, which follows the appointment of Raewyn Williams as Director of Research a year ago, highlights the increasing value of Parametric’s services to the Australian market, and reinforces the growing interest in after-tax returns in the local market,” said Mr Briant. 

Previously, Mr Zhang worked with Russell Investments’ asset consulting team for two years, providing risk and investment advice to a broad range of clients that included foundations, retail funds, corporate funds, industry and government super funds. He also worked with the Australian Prudential Regulation Authority. Most recently, Mr Zhang worked with a boutique funds management firm which he co-founded via a management buyout. 

Mr Zhang is a qualified Charted Financial Analyst and Fellow of the Institute of Actuaries Australia

Seattle-based Parametric Portfolio Associates LLC is a majority-owned subsidiary of Eaton Vance Corp, and has over 25 years of experience offering tax-managed investment solutions to U.S. investors. Since 2012, Parametric has been working with Australian institutional investors to explore ways to invest more effectively and efficiently. 

About

Parametric Portfolio Associates LLC (“Parametric”), headquartered in the United States in Seattle, Washington, with Australian offices at MLC Centre, Suite 6502, 19-29 Martin Place, Sydney NSW 2000, is registered as an investment adviser under the United States Securities and Exchange Commission Investment Advisers Act of 1940. Parametric is exempt from the requirement to hold an Australian financial services license under the Australian Corporations Act 2001 (Cth) (Corporations Act) in respect of the provision of financial services to wholesale clients as defined in the Corporations Act and the Australian Securities and Investments Commission's (“ASIC”) Class Order 03/1100. SEC rules and regulations may differ from Australian law. Parametric is not a licensed tax agent or advisor in Australia and this does not represent tax advice. With over $136 billion USD of assets under management as of 31 December 2014, Parametric is a global asset management firm offering investors a variety of portfolio solutions, including after-tax equity (performance measurement and indexed portfolio management), centralised portfolio management and systematic active strategies. Parametric is a majority-owned subsidiary of Eaton Vance Corp., one of the world’s most dynamic global asset management companies. 

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