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Get the free PARAMETRIC PORTFOLIO ASSOCIATES LLC Form 13F-HR Filed 2018-02-14. Accession Number

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SECURITIES AND EXCHANGE COMMISSIONER 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20180214 Period of Report: 20171231 SEC Accession No. 000095012318002273
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Parametric Portfolio Associates LLC is a company that provides investment management services, focusing on customized portfolios and investment strategies for institutional investors and high-net-worth individuals.
Typically, entities that have investment management relationships with Parametric Portfolio Associates LLC, such as institutional investors and certain investment funds, may be required to file relevant tax and financial documents.
To fill out forms related to Parametric Portfolio Associates LLC, one must gather relevant financial information, complete the specified forms accurately, and submit them as mandated by the regulatory body or financial institution involved.
The purpose of Parametric Portfolio Associates LLC is to provide tailored investment solutions that align with the specific investment goals and risk profiles of their clients, enhancing investment performance through customized asset management.
Required information generally includes financial performance data, investment strategy details, management fees, client accounts, and any material changes in business operations or investment approaches.
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