Parametric

Calvert Research and Management has seen its decarbonization mandate with Rest expanded to the fund’s Australian equities portfolio.

While the best financial interests’ duty (BFID) has seen some super funds think twice about ESG,
reconciling ESG and responsible investment with best financial interests’ duty isn’t the hurdle some think.

The $60 billion industry fund has appointed Calvert and Parametric to implement sustainable screens across its real assets portfolio. Rest has awarded an enhanced ESG mandate to Parametric and Calvert to provider further diversification to its Sustainable Growth ethical investment option. The mandate will see Rest implement ethical and sustainable screens and tilts across its…

The problems with Your Future Your Super (YFYS) run deep – among them, how super funds will manage ESG within the confines of low tracking error strategies. But it’s not the end of the road. Under the YFYS reforms, implementation manager Parametric believes tracking error will face downwards pressure as funds try to stay on…

With the advent of Your Future Your Super (YFYS) Australia’s super funds are more closely examining their indexing options. The trick is ensuring member outcomes don’t suffer. Benchmark-relative risk is now top of mind for super funds, with specialist implementation manager Parametric seeing a substantial uptick in the number of funds taking an interest in…

The Your Future Your Super Bill continues to be roundly criticised by the industry after the deadline for comment has passed and notwithstanding doubts about its passage to legislation. Proposed regulations, requiring comment by May 26, included two concessions to the barrage of criticism from almost every quarter of the industry – from the profit-to-member…

Calvert Research and Management and Parametric, two of Eaton Vance’s managers, have combined in Australia for the first time to manage the equities component of Rest Super’s new sustainable growth investment option. Calvert is the US-based ESG specialist acquired by Eaton Vance in 2016. Parametric, an implementation specialist manager which is one of the global…

In recent years, the global surge towards ensuring diversity and inclusion within corporate leadership has intensified. In 2020, industry super fund HESTA launched an initiative called ’40:40 Vision’. It advocates for more diversity in executive leadership in corporate Australia by setting a gender balance target of at least 40 per cent men and 40 per…

Even a passive portfolio consisting entirely of Aussie equities can provide some of the defensive and yield-bearing characteristics that retirees usually need with a couple of smart-beta-type tilts. The latest short research note from Parametric, the implementation-focused manager, examines what such a strategy, which it calls ‘Keep Calm and Carry On Investing’ would have done…

Parametric Portfolio Associates has promoted Whitlam Zhang to fill the research role formerly held by Raewyn Williams, who resigned late last year. He becomes manager research and strategy for Australia and New Zealand. In the role, Zhang reports to both Chris Briant, the Australia and New Zealand head of Parametric’s parent Eaton Vance, and Paul…