Responsible investing solutions

Parametric Responsible Investing

Move beyond talk to action


Whether you call it ESG, SRI, impact investing, or responsible investing, Parametric offers uncomplicated portfolios your clients can tailor to align to their values. You get:

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Clarity


Plain-English explanations
and analysis

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Control

Set your own portfolio rules

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Confidence

Robust technology and
human expertise

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Partner solutions

Calvert offers complementary, research-driven. Learn more »

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Invest responsibly to create positive impact and competitive results.

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Responsible investing by the numbers

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Dedicated team

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20 years of experience

20B aum icon

$34.5B+ in AUM

As of 6/30/2021

Discover how we can help you reach your goals.

CONNECT WITH OUR TEAM

Our dedicated team

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Gwen Le Berre

Director, Responsible Investing

Bio

Gwen Le Berre

Director, Responsible Investing

Gwen leads the Responsible Investing Team, with a focus on active ownership and ESG portfolio construction. Prior to joining Parametric in 2019, Gwen was the director of investment stewardship at Charles Schwab Investment Management, where she spearheaded corporate governance initiatives. She also spent over a decade as the vice president for corporate governance and responsible investment at BlackRock. She’s a member of the Council of Institutional Investors, where she served as chair of the Corporate Governance Advisory Council in 2018. Gwen also serves as a Mentorship Committee member for the San Francisco chapter of Women in ETFs, and she is a member of the Stanford Institutional Investor Forum.

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David Post, CFA

Senior Investment Strategist, Responsible Investing

Bio

David Post, CFA

Senior Investment Strategist, Responsible Investing

David is responsible for assisting in the continued evolution of Parametric’s Responsible Investing strategies. Prior to joining Parametric in 2020, David was the director of research at the Sustainability Accounting Standards Board (SASB), where he led the team that developed the first set of globally applicable and financially material sustainability standards. Previously, he was an investment strategist at TIAA and spent many years as an active equity investor. David is an editorial board member of the Journal of Asset Management and a member of the CFA Society of San Francisco.

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Rafika Shibly, CFA, CAIA

Investment Strategist

Rafika Shibly, CFA, CAIA

Investment Strategist

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Joshua Latimer, CFA

Associate Investment Strategist

Joshua Latimer, CFA

Associate Investment Strategist

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Neal Brown

Associate Investment Strategist

Neal Brown

Associate Investment Strategist

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Kristen Novello, CFA

Director, Product Management

Kristen Novello, CFA

Director, Product Management

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Katie Griffin

Product Manager

Katie Griffin

Product Manager

Memberships and affiliations

Interfaith center on corporate responsibility logo
Ceres logo
Council of institutional investors logo
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SASB Alliance Logo
Principles for responsible investment logo
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Latest insights and research

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