Paul Bouchey, CFA, is the Chief Investment Officer at Parametric, an investment firm based in Seattle, Washington, with more than $200 billion under management, and is responsible for investment, research, and strategy development. Prior to joining Parametric in 2006, he was a senior researcher at Russell Investment Group, where he focused on simulation, optimization, and quantitative decision models for institutional and private clients. He holds a patent on cross-sectional volatility indexing and has authored numerous academic and practitioner articles in journals such as The Journal of Portfolio Management, The Journal of Wealth Management, and The Journal of Index Investing. Paul earned a B.A. in Mathematics and Physics from Whitman College and an M.S. in Computational Finance and Risk Management from the Applied Mathematics Department at the University of Washington. He holds the Chartered Financial Analyst designation. Recent research includes titles such as "Systematic Diversification Using Beta" and "Core Versus Satellite: How much should a taxable investor allocate to the core equity portfolio?" and "The Role of ETFs in Tax Management." Paul is an accomplished and engaging speaker, focusing on topics relevant to investment advisors: indexing, factor-based portfolios, tax management, quantitative equity portfolio management, rebalancing, and volatility harvesting. His research and strategies revolve around the idea that the investment industry can be transformed through increased transparency, lower costs, and higher return-to-risk efficiency.
