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Showing 11 - 20 of 66 results for "overlay"

ESG investing "fastest growing" priority for advisers

RACHEL ALEMBAKIS  |  THURSDAY, 2 DEC 2021  |  NEWS
... where they're more advanced, about half of what's going to index funds is going to those with some sort of ESG overlay attached to them. We're also seeing increased green bonds issued out of the EU, on those, they're not keeping up with ...

Perpetual launches active ESG ETF

RACHEL ALEMBAKIS  |  WEDNESDAY, 1 DEC 2021  |  NEWS
... said. "Obviously ESG is increasingly topical. "The Perpetual Ethical SRI fund is an Australian equity fund with an ESG overlay, and we're bringing something to market that has coming up on a 20-year history. People might be a little bit surprised to ...

Climate change "a first-order risk": RBA

RACHEL ALEMBAKIS  |  THURSDAY, 14 OCT 2021  |  NEWS
... particular, it can serve as a focal point in terms of the scenarios used in the CVA, as well as providing a macroeconomic overlay that can be used by financial institutions and companies." Debelle said that the CVA is not a "stress test" for banks' ...

Charter Hall signs green development loan

RACHEL ALEMBAKIS  |  THURSDAY, 23 SEP 2021  |  NEWS
... Charter Hall's transaction opens the door for other developers to follow. "This new application of the green loan overlay will incentivise more Australian property developers to commit to building new commercial building stock to high environmental ...

Advisers integrating positive impact into investment choices

RACHEL ALEMBAKIS  |  THURSDAY, 2 SEP 2021  |  NEWS
... invest in renewable energy, Zbik noted. "In 2020, over half the new clients I brought on requested an ethical/sustainable overlay," he said. "That's a real breadth of clients - historically, it would have been the younger clients, but last year ...

Royal Adelaide Hospital locks in $2bn social, green loans

RACHEL ALEMBAKIS  |  THURSDAY, 15 JUL 2021  |  NEWS
... education services as the state's largest accredited teaching hospital." A sustainability loan is a type of finance overlay that recognises a project or asset that achieves a combination of positive environmental and social outcomes. "The Sustainability ...

Modern slavery, Indigenous heritage, climate change top agenda: Paradice IM

RACHEL ALEMBAKIS  |  THURSDAY, 20 MAY 2021  |  NEWS
Modern slavery, occupational health and safety, protection of Indigenous heritage and climate change are key ESG themes for corporate engagement, according to Paradice Investment Management. Paradice integrates ESG and active ownership into its investment ...

Northern Trust scores win in Vanguard reversal

KANIKA SOOD  |  THURSDAY, 29 OCT 2020  |  NEWS
... exclusions. Northern Trust will use a factor-based strategy using quality and value factors, with an ESG and carbon reduction overlay. In sovereign debt, Northern Trust will stick to the index strategy that Vanguard ran for ANZ Investments. n equities ...

Three lessons when assessing ESG risks: Insight Investment

RACHEL ALEMBAKIS  |  FRIDAY, 31 JUL 2020  |  NEWS
... environmental and social aspects for credit risk and hence merits a larger weight in our model. In total, the analyst overlay suggested 50% of the overall rating should come from governance, including 10% from accounting practices. By comparison, with ...

State Street Global Advisors to list new ESG ETF on ASX

RACHEL ALEMBAKIS  |  MONDAY, 27 JUL 2020  |  NEWS
... doing it as a risk-return trade off that needs to be made. Therefore to have the accessibility to also invest with an ESG overlay, that's giving people the ability to display their values thru their investing, and using an ETF as a democratiser to do ...