Responsible investing solutions
ESG incorporation


Maybe it’s guns. Maybe it’s tobacco. Maybe it’s labor conditions. Whatever the reason, many socially responsible investors want to control the kinds of companies that end up in their portfolio. The solution? Screens or integration.


Using these tools, you can construct a portfolio that aligns with your principles. Parametric simplifies the process, using a transparent, separately managed account structure—so you always understand the trade-offs and the options available to you. Once you’ve identified your responsible-investing goals, we can help you achieve them. Learn more about our approach to screens and integration below.

ESG incorporation in action

Goal

I want to own carbon-efficient companies

Identify how you want to measure carbon efficiency. Is it emissions? Something else?

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Choose your exposure—anything from emerging markets to US large cap

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Determine whether to incorporate using a screen or integration technique

Result

A portfolio with a meaningful improvement in carbon-efficient company exposure, with an acceptable level of tracking error against the benchmark

Ready to learn more?

Responsible investing by the numbers

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Dedicated team

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20 years of experience

20B aum icon

$29B in AUM

As of 12/31/2020

Discover how we can help you reach your goals.

Our dedicated team

Gwen Le Berre photo

Gwen Le Berre

Director, Responsible Investing

Gwen Le Berre

Director, Responsible Investing

Gwen leads the Responsible Investing Team, with a focus on active ownership and ESG portfolio construction. Prior to joining Parametric in 2019, Gwen was the director of investment stewardship at Charles Schwab Investment Management, where she spearheaded corporate governance initiatives. She also spent over a decade as the vice president for corporate governance and responsible investment at BlackRock. She’s a member of the Council of Institutional Investors, where she served as chair of the Corporate Governance Advisory Council in 2018. Gwen also serves as a Mentorship Committee member for the San Francisco chapter of Women in ETFs, and she is a member of the Stanford Institutional Investor Forum.

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David Post, CFA

Senior Investment Strategist, Responsible Investing

David Post, CFA

Senior Investment Strategist, Responsible Investing

David is responsible for assisting in the continued evolution of Parametric’s Responsible Investing strategies. Prior to joining Parametric in 2020, David was the director of research at the Sustainability Accounting Standards Board (SASB), where he led the team that developed the first set of globally applicable and financially material sustainability standards. Previously, he was an investment strategist at TIAA and spent many years as an active equity investor. David is an editorial board member of the Journal of Asset Management and a member of the CFA Society of San Francisco.

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Neal Brown

Associate Investment Strategist

Neal Brown

Associate Investment Strategist

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Kristen Novello, CFA

Director, Product Management

Kristen Novello, CFA

Director, Product Management

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Katie Griffin

Product Manager

Katie Griffin

Product Manager

Memberships and affiliations

Principles for responsible investment logo
Ceres logo
Council of institutional investors logo
Interfaith center on corporate responsibility logo

Latest insights and research