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Showing 41 - 50 of 66 results for "overlay"

AXA IM SmartBeta fund receives local recognition

RACHEL ALEMBAKIS  |  FRIDAY, 26 AUG 2016  |  NEWS
AXA Investment Managers (AXA IM)'s ACWI SmartBeta Equity Fund has received industry recognition for the fund's performance on sustainable and financial grounds. Independent researcher Lonsec has given the fund a recommended rating, specifically recognising ...

Investors seeking ESG themes, factors in fixed income portfolios

RACHEL ALEMBAKIS  |  FRIDAY, 1 JUL 2016  |  NEWS
... portfolio.]" AXA IM has two fixed income funds that integrate ESG risks - one is a smart beta credit strategy with an ESG overlay, and the second is the AXA WF Planet Bond fund, which actively invests in green bonds and "environmental projects that facilitate ...

Social license to operate key to achieving sustainability goals

RACHEL ALEMBAKIS  |  FRIDAY, 4 MAR 2016  |  NEWS
... That is a well developed area of sociology that allows us to see who has more influence, what clusters exist, and then we overlay that with information with what layer of social license each area grants. You can quantify the issues and concerns fairly ...

RIAA certifies three super funds as responsible investors

RACHEL ALEMBAKIS  |  WEDNESDAY, 2 MAR 2016  |  NEWS
The Responsible Investment Association of Australasia (RIAA) has, for the first time, certified three superannuation funds under its relaunched Responsible Investment Certification Program. Simon O'Connor, RIAA CEO Australian Ethical Super, Christian ...

Q&A: Richard Brandweiner, CIO First State Super

RACHEL ALEMBAKIS  |  FRIDAY, 2 OCT 2015  |  NEWS
Richard Brandweiner is the chief investment officer of First State Super, an AU$53 billion industry superannuation fund. In 2011, First State Super merged with Health Super to create one of Australia's largest public offer superannuation funds. Brandweiner ...

Swiss Re hedges wind risk for Infigen Energy wind farms

RACHEL ALEMBAKIS  |  FRIDAY, 26 JUN 2015  |  NEWS
Swiss Re Corporate Solutions has written a wind risk hedge for a portfolio of wind farms owned by Infigen Energy, covering six locations in three states and an excess of 500 megawatts of capacity. Jamie Summons, Swiss Re Corporate Solutions' Head of ...

Local Government Super top AODP index

RACHEL ALEMBAKIS  |  WEDNESDAY, 29 APR 2015  |  NEWS
... actions of all of the asset owners, including elements like providing guidance to its fund managers; putting a climate risk overlay on their core portfolio; underweighting carbon-intensive stocks and sectors; and using divestment and negative screens ...

Investors integrating ESG in quant portfolios: Northern Trust

RACHEL ALEMBAKIS  |  FRIDAY, 24 APR 2015  |  NEWS
... is corporate governance risk." Northern Trust worked with Institutional Shareholder Services (ISS) to develop a quality overlay that evaluates emerging market companies on their corporate governance. "Our initial thought was that the way the corporations ...

AXA IM ESG SmartBeta fund 5% stronger than benchmark

RACHEL ALEMBAKIS  |  FRIDAY, 6 MAR 2015  |  NEWS
AXA Investment Managers' (AXA IM) Global Equity SmartBeta ESG strategy is 5% ahead of its benchmark for its first six months, the fund manager has announced. Craig Hurt, AXA IM director of Australia and New Zealand The AXA IM All Country World Index ...

RIAA reviewing responsible investment certification program

RACHEL ALEMBAKIS  |  WEDNESDAY, 11 FEB 2015  |  NEWS
... is anyone who is certified is different from a standard financial product in that they apply a responsible investment overlay consistently in their investment decision making processes." In the certification process, potential RIAA-certified products ...