Parametric’s approach is designed to cut through the confusion by being precise about what is possible for public equity investors and focusing our efforts accordingly. It is also firmly rooted in the belief that responsible investors want something more than just returns. They want consistency between the principles they hold and the activities of the companies in which they’re invested. And they want to use their shareholder rights to affect social and environmental change.
Achieving Transparent & Custom Portfolios
Some of our most commonly requested portfolios are faith-based, environment focused, and ESG integrated. We have developed proprietary strategies in each area, as well as maintain a full suite of relevant customization tools. Of course, our capabilities extend well beyond these examples but they provide an expedient illustration of the breadth and depth of our experience.
To learn more, see our Case Study on Human Trafficking.
Mitigating Performance Impact
In our Responsible Investing solutions, we attempt to balance the views of the client with the amount of risk they are willing to take in order to reflect them. A key aspect of our responsible investing mandates is the way we manage a variety of portfolio risks versus a stated benchmark.
Leveraging Active Ownership
Active ownership is an essential tool for investors who are focused on using their investment in publicly traded stocks to improve environmental and social outcomes, as well as maximize the value of their investment. Diversified, buy-and-hold investors are especially well-positioned to practice active ownership because they tend to have long-term holdings in a wide range of companies. Active ownership includes a spectrum of activity from informed proxy voting to advocacy through direct dialogue with companies and/or shareholder resolution filing.
Connect with our team on this strategy
Evaluating Companies’ ESG Scores: It’s No Slam Dunk
What does filling out a bracket for the NCAA championship tournament have to do with deriving ESG ratings for companies? Find out how both tasks involve considering a host of variables and making tough decisions about indicator weights and final rankings.