ESG

Governance is the pillar of environmental, social and governance (ESG) principles that investors have been actively considering for the longest period of time. This is not surprising, as in some ways, it could be said that governance is probably the most important aspect of ESG. An organisation’s board’s role is to appoint the CEO and…

While the active versus passive debate rolls on, and on, across the investment world, some active managers have gone to the ‘dark side’, at least partially, by adding more quantitative inputs for new strategies, such as thematic investing. The concept of ‘thematic’ investing, which describes the strategy of identifying sectors of the economy expected to…

Melbourne: ESG (Environmental, Social and Governance) is one of the fastest growing trends ininvesting globally. It has become part of the funds management zeitgeist, aided, in part, by research pointing to betterperformance by fund managers that favour companies with good ESG policies and practices.The recent decision by the Trump administration to restrict the ability of…

In the wake of the pandemic, investors have continued to pile money into variously labelled ESG/sustainable funds. Are they doing what they say?

The well-known fund manager has launched a series of low-cost ETFs which will help further its reach into the retail investor market.

Given the global outlook is clearly one of a high degree of risk, it is surprising that all forms of risk assets seem to continually defy all the negative outlooks. Traditional asset allocations have been heavily tied to equity market growth and the continual decline in risk free interest rates over the past 30 years….

A new take on environmental, social and governance (ESG) investing has emerged with the launch of a fund tackling sustainable opportunities in the water and waste management sectors. Fidelity International recently launched the Fidelity Sustainable Water and Waste Fund in Australia. In what is an under-researched sector, the fund seeks to deliver strong risk-adjusted returns…

Shareholder activist groups are diverting company management’s time and energy towards narrow environmental and social causes. We explore why active ownership and purposeful engagement can achieve a better outcome for all stakeholders.

Investing in emerging markets is a bit like making a soufflé: it’s a courageous undertaking fraught with the risk of things not working out as hoped. EM economies may be buffeted by political strife, currency crises, and other upheavals, leaving investors a bit deflated.

For fixed-income investors, understanding environmental, social and governance (ESG) factors – as they are financially material to performance – has proven to be critical in assessing an issuer’s fundamental quality.