Responsible Investing: Your Values. Our Expertise.
Parametric’s Responsible Investing portfolios are designed to allow investors to implement their values in a flexible, transparent and efficient manner via customized portfolio construction and a specialized proxy voting policy, or both.
Design The Exposure
- Choose from licensed benchmarks, proprietary strategies, or a client-driven blend that creates a unique geographic footprint or investment style.
- Choose to apply tax management for taxable portfolios; tax-efficiently transition portfolios in-kind.
- Easily restrict sectors, industries, stocks, or change their weightings. Apply social screens.
- Responsible Investing shareholder engagement options available.
- Tracking error and risk biases monitored continuously using multi-factor risk models.
- Gain deferral, loss harvesting, and holding period management applied where appropriate.