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Showing 51 - 60 of 66 results for "overlay"

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 ...

VicSuper chooses SSgA for active global equities ESG mandate

RACHEL ALEMBAKIS  |  WEDNESDAY, 27 NOV 2013  |  NEWS
... "This program is unique in that ESG principles will be integrated into the stock selection process rather than having an overlay, where individual stocks are simply excluded based on their ESG credentials." SSgA, which has managed ESG portfolios for ...

Local Government Super selects SSgA for equities mandate

RACHEL ALEMBAKIS  |  WEDNESDAY, 24 JUL 2013  |  NEWS
... threshold that screens out stocks from industries such as uranium mining, gambling, armaments and tobacco, and there's the SRI overlay." Hartnett said that it is more difficult to use responsible investment strategies with a quantitative approach to ...

AXA IM brings ESG metrics to fixed income portfolio analysis

RACHEL ALEMBAKIS  |  WEDNESDAY, 20 FEB 2013  |  NEWS
... eliminate countries with significant ESG risks, which can potentially pose a reputational risk to investors, and as an overlay, to tilt a portfolio to overweigh strong ESG performance and underweigh poor ESG performance. "If you want to be smart and ...

US$178.5bn in sustainable investments in Australia

RACHEL ALEMBAKIS  |  WEDNESDAY, 30 JAN 2013  |  NEWS
... corporate engagement, and two specialist engagement organisations, Regnan, and F&C Management's responsible engagement overlay, provide corporate engagement services on behalf of superannuation funds and institutional investors with total shareholdings ...