Issac Kuo

Director of Research - Fxd Inc at Parametric Portfolio Associates LLC

Finance

Profile

Mr. Issac Kuo, CFA, is a Managing Director of Portfolio Management at Parametric Portfolio Associates LLC.
He leads Parametric’s fixed income SMA ladder practice and serves as a portfolio manager responsible for buy and sell decisions, portfolio construction, and risk management.
He joined the firm in 2010 (originally with Eaton Vance, before its fixed income SMA solutions transferred to Parametric in 2019).
Previously, Mr. Kuo was a vice president in the municipal public finance group at Assured Guaranty, and before that he was with PricewaterhouseCoopers.

Issac Kuo active positions

Companies	Position	Start
Parametric Portfolio Associates LLC Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.	Director of Research - Fxd Inc	30/09/2019

All active positions of Issac Kuo

Former positions of Issac Kuo

Companies	Position	End
Eaton Vance Management Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.	Corporate Officer/Principal	30/09/2019

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Private companies	2
Parametric Portfolio Associates LLC Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.	Finance
Eaton Vance Management Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.	Finance