Responsible Investing
For wealth managers
Responsible investing goes by many names: environmental, social, and governance (ESG) investing; socially responsible investing (SRI); or impact investing. But the main goal is the same: invest in companies that think long-term about their effects on the environment and society.
Parametric’s Responsible Investing solutions empower your clients to build a portfolio that aligns with their principles. You can combine these solutions with our full lineup of customization tools to create a holistic portfolio that addresses your clients’ financial and ESG 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:
Why choose Parametric?
$376B+
Total firm
AUM
$26B+
Responsible
investing AUM
20
Years of responsible investing
experience
As of 6/30/2022
Intended benefits of responsible investing
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.
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 clients’ portfolios.
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 ESG performance scoring and transition analysis.
Fixed income ESG 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 ESG views. 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
Systematic Tax-Loss Harvesting in Laddered Bond Portfolios
by Dan Codreanu, Director, Fixed Income Portfolio Management and Quantitative Research; Issac Kuo, Managing Director, Portfolio Management and Head of Quantitative Research
August 8, 2022
Systematic TLH helps laddered bond investors improve their portfolios’ after-tax performance, especially in today’s rapidly changing market.
Midyear Responsible Investing Outlook: Navigating the ESG Backlash
by Gwen Le Berre, Director, Responsible Investing
July 25, 2022
Recent debates run the risk of leading investors to oversimplify ESG. Find out what truly responsible investing means.
Four Easy Steps to Building a Responsible Investing Portfolio
by Jennifer Sireklove, Managing Director, Investment Strategy
June 15, 2022
Want to know how to create a portfolio on principle? Learn how investors can begin their responsible investing journey.