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Showing 101 - 110 of 224 results for "exclude"

U Ethical on resilience, engagement during COVID-19

RACHEL ALEMBAKIS  |  FRIDAY, 15 MAY 2020  |  NEWS
... portfolios, we're down like the rest of the market, but we have performed better than the broader market." U Ethical moved to exclude fossil fuel from their portfolios, last year, Fernie noted, which partially sheltered the portfolio from oil stocks ...

ESG indices, products faring relatively better in coronavirus response

RACHEL ALEMBAKIS  |  FRIDAY, 27 MAR 2020  |  NEWS
... 25.99%, and Ethi is down 7.78% while the MSCI world index is down 10.26%, according to BetaShares. Both ETHI and FAIR exclude companies with a material exposure to fossil fuels, and FAIR excludes the big four Australian banks. This means that when an ...

Emerging markets present opportunities for impact investing: 57 Stars

RACHEL ALEMBAKIS  |  FRIDAY, 20 MAR 2020  |  NEWS
An impact investment portfolio that seeks out investments in healthcare, tech-enabled consumer, financial services addressing financial exclusion and opportunities in emerging markets is in an unusual position in the first stages of the global response ...

Teachers Mutual Bank's certified responsible products hit $1.17 billion

RACHEL ALEMBAKIS  |  FRIDAY, 20 MAR 2020  |  NEWS
Teachers Mutual Bank's certified responsible products have increased their assets under management by 53% from $764 million to $1.17 billion between 1 July and 31 December 2019. Teachers Mutual Bank has five products certified as responsible products ...

Praemium enhances ESG tools with SMA, research

RACHEL ALEMBAKIS  |  FRIDAY, 13 MAR 2020  |  NEWS
... existing capabilities that permit customisation of portfolios. "We've always had longstanding technology that can be used to exclude, hold or substitute securities, so customisation as a broader term," Cilmi said. "That technology had been there for ...

Australian mutual fund assets rise to $66.8bn in 2019: Cerulli Associates

RACHEL ALEMBAKIS  |  WEDNESDAY, 26 FEB 2020  |  NEWS
... top two exclusions for both Australia-domiciled mutual funds and Australian asset owners. Currently, 42.9% of the latter exclude fossil fuel companies, Cerulli said. ESG-orientated exchange-traded funds (ETFs) also showed strong inflows in 2019, according ...

Amundi reports increased demand for fixed income ETFs, ESG integration

RACHEL ALEMBAKIS  |  FRIDAY, 7 FEB 2020  |  NEWS
... approaches," Delculee said. "Most of the SRI approach is based on exclusion, which means that the ETF provider is going to... exclude a range of stocks. The other approach is more engagement, which means that we don't exclude, but you're going to reweight ...

Company, investor climate change partnership "essential": Robeco

RACHEL ALEMBAKIS  |  FRIDAY, 31 JAN 2020  |  NEWS
... to shareholder return, this could lead to divestment and/or exclusion. "If such companies don't improve enough, we will exclude them from the investment universe," she said. "That's especially for companies where we identify a UN Global Compact breach. ...

QBE, Suncorp among global insurers exiting coal: Unfriend Coal

RACHEL ALEMBAKIS  |  TUESDAY, 3 DEC 2019  |  NEWS
... Bosshard said. "Even among those which have taken action, all of them have taken action on new coal. Most of them completely exclude support for new coal, a few have geographic loopholes or transition periods, but as a kind of general principle that's ...

Willis Towers Watson launches Australian Global Equity Focus Fund

RACHEL ALEMBAKIS  |  WEDNESDAY, 6 NOV 2019  |  NEWS
... and controversial weapons exclusion was developed around engagement and understanding the issues," Mao said. "We will exclude where we feel necessary and appropriate. When we do exclusions, we don't want to result in a constrained portfolio." The Australia ...