At this year’s Schwab IMPACT, Brian Langstraat, CEO of Parametric and John Streur, CEO of Calvert discuss how advisors can deliver a differentiated client experience through ESG investing and direct indexing.
Rather than the one-size-fits-all investing approach, Parametric’s SMA and direct indexing solutions give investors the ability to integrate their own values and perspectives into their investments. This level of customization, opens up advisors to have deeper conversations and build long-term relationships with their clients, emphasizing their value.
Similar to ETFs, direct indexing provides low cost and efficient access to markets. Rather than owning the bundle of stocks in a single product, direct indexing replicates the underlying index and allows the investor to own the individual securities in a passive allocation, offering certain tax advantages in loss harvesting. This degree of customization and tax management becomes increasingly important during times of uncertainty and market volatility.
Responsible investing or ESG investing has become increasingly important to investors. According to Streur, nearly 95% of all millennials have expressed interest in responsible investing, a percentage that has steadily ticked up over the last few years. In turn, more and more companies are becoming attuned to their environmental and social impact and its effect on their brand looking forward. Streur mentions that regardless of the result on the U.S. presidential election, momentum behind ESG is likely a long-term trend.
Parametric is a roughly $300 billion client driven portfolio solutions platform and Calvert is a $23 billion Global leader in responsible investing, both full under the Eaton Vance umbrella. Winning Clients With Customization & ESG
At this year’s Schwab IMPACT, Brian Langstraat, CEO of Parametric and John Streur, CEO of Calvert discuss how advisors can deliver a differentiated client experience through ESG investing and direct indexing.
Rather than the one-size-fits-all investing approach, Parametric’s SMA and direct indexing solutions give investors the ability to integrate their own values and perspectives into their investments. This level of customization, opens up advisors to have deeper conversations and build long-term relationships with their clients, emphasizing their value.
Similar to ETFs, direct indexing provides low cost and efficient access to markets. Rather than owning the bundle of stocks in a single product, direct indexing replicates the underlying index and allows the investor to own the individual securities in a passive allocation, offering certain tax advantages in loss harvesting. This degree of customization and tax management becomes increasingly important during times of uncertainty and market volatility.
Responsible investing or ESG investing has become increasingly important to investors. According to Streur, nearly 95% of all millennials have expressed interest in responsible investing, a percentage that has steadily ticked up over the last few years. In turn, more and more companies are becoming attuned to their environmental and social impact and its effect on their brand looking forward. Streur mentions that regardless of the result on the U.S. presidential election, momentum behind ESG is likely a long-term trend.
Parametric is a roughly $300 billion client driven portfolio solutions platform and Calvert is a $23 billion Global leader in responsible investing, both full under the Eaton Vance umbrella.