Integration
Screens
Want a low-carbon portfolio? A screen can ensure you hold only the most carbon-efficient companies.
It’s just one example of how you can use a screen to own companies with better environmental, social,
or governance (ESG) characteristics.
Through Parametric, you gain confidence that votes on your behalf are cast based on sound principles.
How screens work
You choose among a variety of ESG screens based on your principles.
Criteria
Exposure
You determine whether you want a passive or active exposure.
We build your portfolio using only companies that pass your screens.
Result
Our weighting process also ensures similar industry and factor representation, so you get a portfolio that still closely tracks your benchmark.
How integration works
Integration seeks to reweight your portfolio based on your ESG criteria but, unlike screens, doesn’t necessarily remove any companies from the portfolio. This makes integration more flexible and thus better able to control how your responsible-investing choices affect the portfolio.
Integration
Screens
Criteria
Exposure
Result
We use a process that scores companies based on how they manage key ESG issues.
You choose a market-cap US or international exposure.
We build a portfolio that overweights companies with higher ESG scores and underweights lower-scoring companies.