Eaton Vance

SigFig is a wealth management company that focuses on providing personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company leverages a blend of design, data science, and technology to empower users with the information and guidance necessary for achieving their financial goals. Through partnerships with major financial institutions, SigFig enhances the investment management process by offering accessible and affordable guidance tailored to individual needs. Its enterprise technology is designed to be secure, scalable, and compliant, allowing partners to accelerate their time to market. Additionally, SigFig's innovation initiatives support product development and client engagement, further solidifying its commitment to improving the investment experience for both investors and financial advisors.

AFGlobal Corporation is an oil and energy company that specializes in subsea pipeline components and forged products. It is recognized for its expertise in technology and manufacturing, aiming to enhance client success on a global scale. The company combines established precision engineering with innovative practices, offering a unique approach that merges traditional original equipment manufacturer (OEM) processes with creative problem-solving. This allows AFGlobal to provide reliable solutions and expedite the development of effective answers for its clients in the energy sector.

SigFig is a wealth management company that focuses on providing personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company leverages a blend of design, data science, and technology to empower users with the information and guidance necessary for achieving their financial goals. Through partnerships with major financial institutions, SigFig enhances the investment management process by offering accessible and affordable guidance tailored to individual needs. Its enterprise technology is designed to be secure, scalable, and compliant, allowing partners to accelerate their time to market. Additionally, SigFig's innovation initiatives support product development and client engagement, further solidifying its commitment to improving the investment experience for both investors and financial advisors.

Parametric Portfolio Associates LLC is a privately owned investment management firm based in Seattle, Washington, with additional offices in Minneapolis, Westport, Boston, and Sydney. Founded in 1987, the firm specializes in providing engineered portfolio solutions to a diverse clientele, including individuals, high net worth individuals, institutions, corporations, and government entities. Parametric focuses on delivering customized investment strategies, employing quantitative analysis and systematic approaches to manage portfolios across various asset classes, including equity, fixed income, and commodities. The firm utilizes individual securities, exchange-traded funds, and derivatives to construct portfolios tailored to clients' objectives, such as market exposure, risk management, and tax considerations. Parametric also benchmarks performance against recognized indices and has expanded its offerings over the years to include options-based strategies and systematic alpha strategies aimed at achieving risk-adjusted returns.