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FORM CRS CLIENT RELATIONSHIP SUMMARY PARAMETRIC PORTFOLIO ASSOCIATES LLC March 30, 2021, Parametric Portfolio Associates LLC (Parametric, our, or we) is an investment adviser registered with the Securities

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What is parametric portfolio associates llcform?

Parametric Portfolio Associates LLC Form refers to a specific form required for reporting information related to investment management and portfolio strategies employed by Parametric Portfolio Associates LLC.

Who is required to file parametric portfolio associates llcform?

Investment firms and advisors utilizing Parametric Portfolio Associates LLC's services are typically required to file this form.

How to fill out parametric portfolio associates llcform?

To fill out the Parametric Portfolio Associates LLC Form, individuals must provide accurate financial data, investment strategies used, and disclosures as prescribed by relevant regulations.

What is the purpose of parametric portfolio associates llcform?

The purpose of the form is to ensure transparency and compliance with regulatory requirements, allowing for the effective oversight of investment practices.

What information must be reported on parametric portfolio associates llcform?

The form requires reporting information such as financial statements, investment performance data, and disclosures about fees and expenses.

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