Custom Core

ESG Screen Analyzer

Explore How Screens and Restrictions Shape Performance

Parametric's ESG Screen Analyzer makes it easy to compare the impact of screens and restrictions. Now you can evaluate how characteristics, including tracking error and percent of market cap excluded, shift as your clients express their views.


This tool is intended to be used for Custom Core® portfolios that will be tax managed by Parametric. Custom Core® consists of Tax-Managed and Indexed Strategies. Tax-Managed Custom Core® and Centralized Portfolio Management strategies are offered by Parametric Custom Tax-Managed & Centralized Portfolio Management. Non Tax-Managed Custom Core®, Policy Implementation Overlay Services, Systematic Alpha, Systematic Income and Alternatives strategies are offered by Parametric Investment & Overlay Strategies.