Search Results

Showing 521 - 530 of 532 results for "equities"

ESG investment analysis - answering the "so-what" question

RACHEL ALEMBAKIS  |  FRIDAY, 20 JAN 2012  |  NEWS
... was used by analysts, broadening the distribution outside of the sustainable funds and into the fundamental Australian equities and towards the credit teams, Woods said. As part of the process, analysts at AMP are increasingly asking companies to discuss ...

Superannuation to heed call for greater disclosure

RACHEL ALEMBAKIS  |  FRIDAY, 13 JAN 2012  |  NEWS
... asset classes and the sub-asset classes. For example a fund might disclose that 20% of the portfolio is in Australian equities. Of that 20%, 10% of that is in high growth or value stocks and within that, 2% are in financial services, 3% in mining, and ...

RIAA: responsible investment funds grew 8% in 2011

RACHEL ALEMBAKIS  |  WEDNESDAY, 7 DEC 2011  |  NEWS
... AU$3.3bn, an increase from AU$1.8bn in 2010, largely due to the fund now also applying its RI policies to international equities. The report also noted that RI funds outperformed their benchmarks all 12 categories covered in the report - over one, three ...

Using ESG factors to broaden fixed income analysis

RACHEL ALEMBAKIS  |  FRIDAY, 28 OCT 2011  |  NEWS
... leveraged? That's how people are thinking about it, and that's how we're thinking about it." Although ESG analysis from equities may be used in fixed income analysis, it's not a perfect match because different company subsidiaries could issue individual ...

ESG analysis now part of mainstream investment management

RACHEL ALEMBAKIS  |  WEDNESDAY, 21 SEP 2011  |  NEWS
... reports." While analysis of ESG factors in various ways and shapes is understood across asset classes such as listed equities and real estate, the push now is to extend that analysis into what Lunt called "the holy grail" - fixed income and cash. "There ...

Investor Profile: Local Government Super

RACHEL ALEMBAKIS  |  FRIDAY, 9 SEP 2011  |  NEWS
... fund's total $6bn invested across responsible investment strategies, the LGS investment decision goes farther than just equities. How does LGS integrate ESG into risk/return decision making across other asset classes? PL: In private markets, the fact ...

Solaris Investment Management appoint ESG analyst

RACHEL ALEMBAKIS  |  WEDNESDAY, 13 JUL 2011  |  NEWS
... reflects the firm's desire to further integrate ESG into its investment strategy. Solaris is a style-neutral Australian equities boutique fund manager. The firm, a UNPRI signatory, uses ESG considerations as one of its qualitative analysis factors, said ...

Investor Profile: Victorian Funds Management Corporation

RACHEL ALEMBAKIS  |  FRIDAY, 8 JUL 2011  |  NEWS
... in terms of the total portfolio? RM: It is one of the many factors that we take into account and it's not limited to equities per se. it's a factor we take into account in our decision making where it is material and we can get information on it. We ...

Mercer: providing education and intervention on ESG

RACHEL ALEMBAKIS  |  WEDNESDAY, 29 JUN 2011  |  NEWS
... discuss how you're working on this." The standards are stringent - for example, taking the particular sub-set of Australian equities strategies, around 6-7% of all rated strategies score an ESG1. Approximately 20% of the same category rate ESG4, with ...

Integrating ESG to enhance quantitative-style investment analysis

RACHEL ALEMBAKIS  |  FRIDAY, 10 JUN 2011  |  NEWS
... to deal with them in a systematic way as they do with other risks that are more conventionally considered with listed equities." ESG factors are analysed in the MSCI ESG Intangible Value Assessment (IVA) product which provides research, ratings and analysis ...