Responsible Investing Solution Chalk Drawing

Responsible Investing

Superannuation funds are increasingly considering the environmental or social impact of companies. At Parametric, we specialise in implementing the superannuation fund's vision rather than imposing our own views. Explore how we build custom Tax-Managed, Emerging Markets and Defensive Equity solutions that balance responsible investing and return objectives.

Strategy Goals

Responsible investing at Parametric looks beyond stock returns and aims to align clients’ principles with their investment portfolio. As one can imagine, there are as many ways to define environmental, social, and governance (ESG) criteria as there are superannuation funds. As a result, Parametric takes a consultative approach to help advisors and their clients design and customise portfolios, incorporating the diverse and evolving set of environmental, social and governance criteria.

 

Portfolio Construction / Tilt

Emphasise an ESG metric, subject to constraints designed to reduce tracking error. For many accounts, investing in an index or strategy with an existing tilt may be most expedient. In some cases, an account specific, custom tilt on an index or strategy of the client’s choosing may be appropriate.

 

ESG Metric

 

 

Single or comprehensive metrics, such as carbon emissions or ESG score, can be targeted

 

Universe

 

 

All constituents of the selected index or strategy eligible for investment in the tilted portfolio, but reweighted



 

Constraints 

 

 

Security, sector and industry weights, and fundamental factor exposure, relative to original index or strategy, typically considered


Responsible Investing is offered by Parametric Investment & Overlay Strategies.  For additional information please visit the Disclosure page.

Hands holding a mobile phone
Get in Touch
Contact our Australia Representatives
Hands holding a mobile phone
Get in Touch

Connect with our team on this strategy

{F33BD959-1499-4857-91FB-3B0EF4ADCB43}

Loading...