Responsible Investing
For institutional investors
Parametric’s Responsible Investing solutions empower your clients to build portfolios that align with their principles. You can combine these solutions with our full lineup of customization tools to create a holistic portfolio to address your clients’ financial goals.
Why choose Parametric?
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:
Portfolio construction
You can include companies that meet your clients’ values-based principles, or you can overweight companies that align well with their values while maintaining the risk profile of their desired exposure.
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
Consultation
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Our team of responsible investing strategists are available to join client conversations, bringing a personalized and interactive experience to values-based discussions.
Access
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We maintain an extensive library of values-aligned screens, tilts and indexes, which can be applied off the shelf or further customized upon request.
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 clients’ investment preferences.
Reporting
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Our comprehensive reports dive deep into your responsible investing portfolio, from quarterly account-level summaries to values-based impact scoring and transition analysis.
More to explore
2025 Responsible Investing Outlook: What’s Next for Climate and Diversity?
by Gwen Le Berre, Director, Responsible Investing
February 10, 2025
Prevailing winds in US politics could make incorporating environmental or social risks into the investment process more challenging.
Parametric Responsible Investing
by Gwen Le Berre, Director, Responsible Investing; Jennifer Sireklove, Managing Director, Investment Strategy
July 1, 2024
The right mix of portfolio construction and active ownership can help responsible investors filter out the noise around ESG and tune in on what matters.