Responsible Investing Solution Chalk Drawing

Responsible Investing

Investors are increasingly considering the environmental or social impact of companies. At Parametric, we specialize in implementing the investor’s vision rather than imposing our own views. Explore how we build portfolios that balance responsible investing and return objectives.

Strategy Goals

Responsible investing at Parametric looks beyond stock returns and aims to align clients’ principles with their investment portfolio. As one can imagine, there are as many ways to define environmental, social, and governance (ESG) criteria as there are investors. As a result, Parametric takes a consultative approach to help advisors and their clients design and customize portfolios, incorporating the diverse and evolving set of environmental, social and governance criteria.

Portfolio Construction / Tilt

Emphasize an ESG metric, subject to constraints designed to reduce tracking error. For many accounts, investing in a strategy with an existing tilt may be most expedient. In some cases, an account specific, custom tilt with a strategy of the client’s choosing may be appropriate.


ESG Metric



Single or comprehensive metric, such as, carbon emissions or ESG score can be targeted





All constituents of the selected strategy eligible for investment in the tilted portfolio, but reweighted







Security, sector, and industry weights, and fundamental factor exposure, relative to the original strategy, typically considered

Responsible Investing is offered by Parametric Investment & Overlay Strategies.  For additional information please visit the Disclosure page.

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