Search Results

Showing 81 - 90 of 92 results for "negative screen"

Barclays and MSCI launch ESG Fixed Income Indices

RACHEL ALEMBAKIS  |  FRIDAY, 14 JUN 2013  |  NEWS
Barclays and MSCI have launched a range of environmental, social and governance (ESG) fixed income indices based on three categories of strategies. Laura Nishikawa, vice president and head of fixed income ESG research, MSCI ESG Research The Barclays ...

Ethinvest model portfolios outperform wider ASX indices

RACHEL ALEMBAKIS  |  WEDNESDAY, 15 MAY 2013  |  NEWS
Proprietary model ASX50 and ASX100 portfolios developed by investment advisory firm Ethinvest has outperformed mainstream accumulation indices by wide margins, Ethinvest said. Trevor Thomas, Ethinvest managing director The Ethinvest ASX50 Screened Index ...

Dalton Nicol Reid: using ESG to find sustainable earnings

RACHEL ALEMBAKIS  |  FRIDAY, 8 MAR 2013  |  NEWS
... return, and the income portfolio has earned 2.7% p.a. gross return. "Our SRI portfolio started out using only the negative screen because we had demand from clients who didn't want gambling or tobacco. In 2007 we implemented the positive screen as well ...

Future Fund excludes tobacco producers from portfolio

RACHEL ALEMBAKIS  |  WEDNESDAY, 6 MAR 2013  |  NEWS
The Future Fund will exclude tobacco companies from its investment portfolio, the Board of Guardians has announced. The fund owns stock in 14 companies in involved in tobacco production, with a combined worth of approximately AU$222 million at the end ...

MSCI: using ESG ratings can improve portfolio returns

RACHEL ALEMBAKIS  |  FRIDAY, 22 FEB 2013  |  NEWS
... Further, the way that the researchers approached the task, by using three different strategies and not just a negative screen, lends further credence to the argument that ESG ratings can be used to measure positive value in a quantitative way. "What ...

AXA IM brings ESG metrics to fixed income portfolio analysis

RACHEL ALEMBAKIS  |  WEDNESDAY, 20 FEB 2013  |  NEWS
... difference between the best and worst ESG performing countries." AXA IM used the data in two different fashions - as a negative screen to eliminate countries with significant ESG risks, which can potentially pose a reputational risk to investors, and ...

US$178.5bn in sustainable investments in Australia

RACHEL ALEMBAKIS  |  WEDNESDAY, 30 JAN 2013  |  NEWS
There are US$178.5bn of sustainable investments in Australia, representing about 18% of total assets under management, with integration of environmental, social and governance (ESG) factors being the single largest strategy employed by sustainable investors ...

Cruelty Free Super celebrates second birthday

RACHEL ALEMBAKIS  |  FRIDAY, 5 OCT 2012  |  NEWS
High conviction ethical superannuation fund Cruelty Free Super has passed the two year mark, amassing more than 300 members and AU$5m in assets under management. The fund is aiming for AU$10m in assets under management and plans to contribute to the ...

US college and university endowments lag on ESG investing

RACHEL ALEMBAKIS  |  FRIDAY, 20 JUL 2012  |  NEWS
American college and university endowments have a weak understanding of environmental, social and governance (ESG) investing strategies, trends and opportunities, according to a report by the Tellus Institute. US college and university endowments manage ...

Investor Profile: Five Oceans Asset Management

RACHEL ALEMBAKIS  |  FRIDAY, 15 JUN 2012  |  NEWS
Five Oceans Asset Management is an international equities fund manager that uses concentrated, non-index relative approaches to building portfolios of listed global equities. The company has integrated environmental, social and corporate governance ...