Responsible investing solutions
Active Ownership


Understandably, many socially responsible investors want to screen out a company whose products, services, or governance they object to. But to truly change corporate behavior, you must continue to own the stock—and work patiently to effect change from the inside. That’s where active ownership comes in.

There are two active-ownership tools we offer: proxy voting and shareholder resolutions. Through Parametric, you can accomplish your goals through either or both. Learn more about our approach to each below.
Active ownership in action

Goal

I want a greater representation of women on the board of a company whose shares I own

Use your proxy vote to encourage companies to look for ways to improve gender parity on boards

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Determine whether you want to file a shareholder resolution to get the board to pay more attention to gender parity

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Result

Signal to the board that this is an important issue and give other shareholders a chance to voice their support

Ready to learn more?

Responsible investing by the numbers

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Dedicated team

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20 years of experience

20B aum icon

$30.5B+ in AUM

As of 3/31/2022

Discover how we can help you reach your goals.

Our dedicated team

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Gwen Le Berre

Director, Responsible Investing

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

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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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

Principles for responsible investment logo
Ceres logo
Council of institutional investors logo
Interfaith center on corporate responsibility logo

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