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“Monstrous valuations”, “Bubbles” and “rampant demand for the hot investment theme”: Monday’s reports in the AFR on valuations and ESG are overstated and reasonably simplistic. ESG focused stocks are typically growing more strongly than the often structurally challenged ESG laggards and, as a result, have higher...
I am a bit of a nerd for books about business strategy and growth, and one that was recommended by a mentor is “Exponential Organizations” by Salim Ismail. The book is a guide for how businesses can re-position themselves for the rise of technology. If...
At eInvest, we often use the ESG (Environmental, Social and Governance) acronym in a way that assumes that everybody knows what it means and all that goes with it. It soon becomes clear that it is just another confusing investing acronym – so we thought...
The US Strategy and Quant team at Wall Street investment bank Bank of America Merrill Lynch recently published a research note to clients “Top 10 Reasons you should care about ESG”. The note contained some interesting findings and here are our 7 favourites: You can do good and...
The growth in passive index investing has been driven by two fundamental facts: lower management fees and better performance. According to S&P’s annual SPIVA survey: “In 2018, apart from the Australian mid- and small-cap funds, the majority of Australian funds did not outperform their respective benchmarks and...
[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] IMPQ Monthly Report IMPQ performed well over June, outperforming the Index by 1.7% (after fees). Positive contributors this month included PolyNovo (+28.3%), Meridian Energy (+16.3%), Mercury Energy (+15.0%) and Sims Metal Management (+14.6%). Negative contributors this month included...
eInvest, a distributor of exchange traded managed fund solutions, has launched Australia’s first actively managed ESG exchange traded fund (ETF). The new fund, eInvest Future Impact Small Caps Fund (IMPQ) is also Australia’s first Small Cap Active ESG ETF and is managed by affiliate, Perennial Value Management. The...
Sydney-based Perennial Value Management is launching an actively managed Australia and New Zealand small cap ESG ETF. It’s the first active ESG ETF to hit the Australian market. The eInvest Future Impact Small Caps Fund (Managed Fund) (IMPQ), which began trading today, will attempt to outperform...
