Responsible Investing
For wealth managers
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.
Responsible investing in action
We believe responsible investing works best when it’s directed by you and your clients. We provide the building blocks to invest in companies that are consistent with your clients’ principles—but your clients decide how to construct those building blocks into portfolios.
Investors can use one or both of these approaches to build a responsible investing portfolio that can span both equities and fixed income:
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, your clients have a hand in improving corporate behaviors through proxy voting and shareholder engagement.
Why choose Parametric?
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.
Fixed income responsible investing solutions
Bonds are playing a large and growing role in responsible investing, and Parametric has a suite of custom and managed solutions to help investors align their fixed income portfolios with their values. These align with the Calvert Principles of Responsible Investing and seek both strong returns and ways to improve outcomes through environmentally and socially beneficial projects:
Parametric TABS Calvert
Municipal Ladders
Parametric TABS Calvert
Managed Municipals
Parametric Calvert
Corporate Ladders
Get in touch
Want to know more about our Responsible Investing solutions? Complete our contact form, and a representative will respond shortly.
More to explore
Personalizing Portfolios with Direct Indexing
by Jeremy Milleson, Director, Investment Strategy
June 18, 2025
Direct indexing offers investors a wide array of approaches to personalize their portfolios. Discover how a systematic, rules-based strategy can help customize market exposure and align portfolios with investor values?
What Is Direct Indexing?
by Jeremy Milleson, Director, Investment Strategy
May 19, 2025
If you’re not sure, you’re not alone. Get a quick primer on how this method of investing works, what its advantages are and which investors may see the greatest benefit.
Bond Ladders: Unlocking Direct Indexing Opportunities in Fixed Income
by Jonathan Rocafort, Managing Director, Head of Fixed Income Solutions; Issac Kuo, Managing Director, Portfolio Management and Head of Quantitative Research
February 21, 2025
Could bond ladders be considered the direct indexing of the fixed income space? We think so.