Responsible Investing

For institutional investors

Responsible investing goes by many names: environmental, social, and governance (ESG) investing; socially responsible investing (SRI); or impact investing. But the goal is the same: invest in companies that think long-term about their effect on the environment and society.

Parametric’s suite of Responsible Investing solutions empowers you to build a portfolio that aligns with your institution’s values. You can combine these solutions with our full lineup of customization tools to create a holistic portfolio that addresses your financial and ESG goals.

Why choose Parametric?

$572.1B+

Total firm AUM

$44.1B+

Responsible investing AUM

Years of responsible investing experience

As of 9/30/2024

Responsible investing in action

We believe responsible investing works best when it’s directed by you. We provide the building blocks to invest in companies that are consistent with your institution’s principles—but you decide how to construct them. We use these strategies to help you build a responsible investing portfolio:

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ESG incorporation

You can include companies that meet your institution’s ESG criteria, or you can overweight companies that align well with your values while maintaining the risk profile of your desired exposure.

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Active ownership

Working with Parametric, you can have a hand in improving corporate behaviors through proxy voting and the filing of shareholder resolutions.

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 institution’s portfolio.

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 institution’s 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.

INVESTOR SPOTLIGHT

Investment stewardship

A combination of proxy voting and targeted shareholder engagement can help strengthen companies, protect shareholder capital, and benefit economies and communities. Learn more about our stewardship activities on behalf of responsible investors.

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