Search Results

Showing 51 - 60 of 70 results for "overlay"

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 ...

Altius Asset Management launches sustainable bond fund

RACHEL ALEMBAKIS  |  FRIDAY, 5 DEC 2014  |  NEWS
... investment officer of Altius. "We were aware that a lot of investors who want to invest witha responsible/sustainable overlay to their investments could do in equities with a fair bit of choice, but there's not a lot with respect to bonds, and often ...

Lonsec: responsible investment equity funds outperform

RACHEL ALEMBAKIS  |  WEDNESDAY, 22 OCT 2014  |  NEWS
... process and then they might, typically, utilise services of an external RI provider such as CAER or MSCI ESG Research as an overlay. I think what we're seeing is that this is the preferred model, but these services are being supplemented by internal ...

AXA IM launches ESG SmartBeta fund in Australia

RACHEL ALEMBAKIS  |  FRIDAY, 19 SEP 2014  |  NEWS
AXA Investment Managers (AXA IM) has launched an integrated ESG SmartBeta fund in Australia, which will be available to the retail market via the Asgard platform. Kathryn McDonald, director of investment strategy, AXA Rosenberg The AXA IM All Country ...

Regnan hires Kevin Branton as senior analyst

RACHEL ALEMBAKIS  |  WEDNESDAY, 9 JUL 2014  |  NEWS
... ESG risks and opportunities; feeding into both its research service for fund managers and the engagement and advocacy overlay service it provides to super funds and other long term investors." Branton recently completed a quantitative PhD on organisational ...

Combining quality measures with ESG can yield higher returns

RACHEL ALEMBAKIS  |  WEDNESDAY, 9 APR 2014  |  NEWS
Incorporating a quality factor overlay into a portfolio that integrates environmental, social and governance (ESG) metrics can add "significant excess return" to ESG portfolios, according to Northern Trust. Michael Hunstad, head of quantitative research ...

Valuing ESG risks, return potential in real assets

RACHEL ALEMBAKIS  |  FRIDAY, 6 DEC 2013  |  NEWS
... the heart of such assets, Welsh said. "We've found at Kilter Rural, when you think about it, ESG is not considered as an overlay - every single decision made has that front and centre in the mind," Welsh said. "When we purchase a property, we think about ...