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Responsible Investing

Responsible investing goes by many names: environmental, social, and governance (ESG) investing; socially responsible investing (SRI); or impact investing. But the goal is the same: invest in companies that think long-term about their effect on the environment and society.

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Parametric’s suite of Responsible Investing solutions empowers you to build a portfolio that aligns with your institution’s values. You can combine these solutions with our full lineup of customization tools to create a holistic portfolio that addresses your financial and ESG goals.

Why choose Parametric?

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$376B+

Total firm
AUM



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$26B+

Responsible
investing AUM



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20

Years of responsible
investing experience



As of 6/30/2022

Responsible investing in action



We believe responsible investing works best when it’s directed by you. We provide the building blocks to invest in companies that are consistent with your institution’s principles—but you decide how to construct them. We use these strategies to help you build a responsible investing portfolio:

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ESG incorporation


You can include companies that meet your institution’s ESG criteria, or you can overweight companies that align well with your values while maintaining the risk profile of your desired exposure.

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Active ownership


Working with Parametric, you can have a hand in improving corporate behaviors through proxy voting and the filing of shareholder resolutions.

Intended benefits of responsible investing

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Consultation

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We help you determine how to approach your portfolio with a responsible lens. Our flexible solutions allow for evolving ESG priorities.

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Access

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We access a wide range of ESG metrics, from carbon emissions intensity to child labor controversies, to incorporate into your institution’s portfolio.

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Technology

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We offer state-of-the-art tools to evaluate tracking error and risk relative to a standard index based on your institution’s investment preferences.

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Reporting

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Our comprehensive reports dive deep into your responsible investing portfolio, from quarterly account-level summaries to ESG performance scoring and transition analysis.

Investment stewardship

INVESTOR SPOTLIGHT

Investment stewardship

A combination of proxy voting and targeted shareholder engagement can help strengthen companies, protect shareholder capital, and benefit economies and communities. Learn more about our stewardship activities on behalf of responsible investors.

Get in touch

Want to know more about our Responsible Investing solutions? Complete our contact form, and a representative will respond shortly.

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This Material Is Intended for
Institutional Investors Only


By clicking Agree, you acknowledge that you have read the terms detailed below. You also confirm that you are a qualified institutional investor or a consultant to qualified institutional investors and wish to proceed. Parametric does not provide legal, accounting, or tax advice or consulting service.



The information on this area of the Parametric Portfolio Associates® LLC (“Parametric”) website is intended for qualified institutional investors and their consultants. This information is not intended for accredited investors in any jurisdiction outside the United States in which the distribution or sale of Parametric investment services is not authorized.

It is published for informational purposes only and does not purport to address the financial objectives, situation, or specific needs of any investor. If you do not qualify, the information shown on this site (which may include information about our investment strategies and products, market commentary, and composite performance) may not be relevant or appropriate for you. Certain solutions discussed in these materials will be subject to minimum investment amounts and other restrictions that apply. There can be no assurance that any investment product or strategy will achieve its investment objectives or that there will be any return of capital. Performance may be volatile, and investors could lose all or a substantial portion of their investment.



I acknowledge that I am a qualified investor and that I have read, understand, and agree to the above conditions.