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ESG Screen Analyzer
Explore the potential impact of ESG screens or eliminating sectors or industries from a benchmark.
We believe understanding client goals is key
Proxy Voting | Resolutions
Screens | Integration
Active ownership
ESG incorporation
Screen
ESG incorporation:
Goal:
I want to own companies with better ESG characteristics, without any exceptions.
Choose among a variety of environmental, social, or governance screens.
Determine whether you want a passive or active exposure.
We build a portfolio using only companies that pass the screens while controlling for industry and factor bias.
You get a risk-return profile comparable to the original exposure while holding only securities that are acceptable.
Resolutions
Active ownership:
Goal:
I want to raise new issues with
the companies that I own.
You indicate interest in filing future shareholder resolutions.
We present opportunities as they arise, and you confirm acceptance for those you want to support.
We help verify and maintain ownership during filing.
You get to shape the voting agenda.
Proxy voting
Active ownership:
Goal:
I want companies with poor ESG characteristics
to change their behavior.
You give proxy-voting authority to Parametric.
We analyze company behavior, governance standards,
and relevant proxy proposals.
We vote to support strong boards and prudent and relevant shareholder proposals.
You get to influence corporate behavior without affecting portfolio holdings.
You can use some or all of these together.
Combine approaches
Integration
ESG incorporation:
Goal:
I’d like to own companies with better ESG behavior,
but I’m cautious about the trade-offs.
Companies are scored based on how they manage key ESG issues.
You choose a market-cap US or international exposure.
We overweight higher-scoring companies while ensuring
similar industry and factor representation.
You get a core, diversified equity exposure to companies with strong ESG characteristics while achieving market-like risk and return.
Combine approaches
You can use some or all of these together.
You get to shape the voting agenda.
We help verify and maintain ownership during filing.
We present opportunities as they arise, and you confirm acceptance for those you want to support.nce for those you want to support.
You indicate interest in filing future shareholder resolutions.
I want to raise new issues with
the companies that I own.
Goal:
Active ownership:
Resolutions
You get to influence corporate behavior without affecting portfolio holdings.
We vote to support strong boards and prudent and relevant shareholder proposals.
We analyze company behavior,
governance standards, and relevant
proxy proposals.
You give proxy-voting authority to Parametric.
I want companies with poor ESG characteristics
to change their behavior.
Goal:
Active ownership:
Proxy voting
You get a core, diversified equity exposure to companies with strong ESG characteristics while achieving market-like risk and return.
We overweight higher-scoring companies while ensuring similar industry and factor representation.
You choose a market-cap US or international exposure.
Companies are scored based on how they manage key ESG issues.
I’d like to own companies with better ESG behavior, but I’m cautious about the trade-offs.
Goal:
Portfolio construction:
Integration
You get a risk-return profile comparable to the original exposure while holding only securities that are acceptable.
We build a portfolio using only companies that pass the screens while controlling for industry and factor bias.
Determine whether you want a passive or active exposure.
Choose among a variety of environmental, social, or governance screens.
I want to own companies with better ESG characteristics, without any exceptions.
Goal:
Portfolio construction:
Screen
We believe understanding
client goals is key