A Seattle-based wealth management firm sought an impact-focused ESG portfolio grounded in underlying research and a data framework that focuses on the United Nations Sustainable Development Goals (UNSDGs)—a set of impact solutions dedicated to improving empowerment, community health, and wellness on a global scale. The solution also needed to work through Parametric’s Custom Core separately managed accounts (SMA) technology to deliver these impact investing solutions.
By partnering with global ESG leader Calvert Research and Management, Parametric expanded its Custom Core Equity SMA solution by leveraging a portfolio composed of stocks of US companies, as well as global companies traded in the US, meeting Calvert’s stringent ESG requirements while also reflecting UNSDGs.
Calvert augmented external vendor data and select proprietary data to narrow the ESG universe, focusing on companies most positively aligned with defined impact themes. The process includes extensive screening and analytical review of globally traded companies, as well as company-level research. Parametric’s Custom Core solution fuels custom equity portfolios designed to provide exposure that meets client-specified geographic, market-cap, style, or weighting characteristics.
The resulting portfolio solution encompasses two vital themes: