What part does data play in the consideration of ESG issues when investing in managed funds? What are some key aspects to be aware of regarding ESG data? Is it Active, Passive or ETF?
What are the Sustainable Development Goals? What are the investment merits of the SDGs?
Passive vehicles now abound and are easily accessible through various investing platforms. Not all passive strategies are created equally however, and investors need to be cognisant of how any differences may affect investment outcomes. In practice, the average passive investor may indeed be making active investment decisions.
The Fairlight Global Small and Mid Cap Fund has retained a "4 IP" rating by Research IP, with a score of 3.77/5.
The Barrow Hanley Global Share Fund has retained its “4 IP” rating from Research IP with a score of 3.80/5.
Responsible investing has become a focus area in the investment industry, but greenwashing is rife and the sales pitch is strong, so what really matters? Research IP helps many of our consulting clients navigate the maze, but no one client is the same. The monthly RIPPL Sluice provides some examples of responsible investment in action.
What are the Principles for Responsible Investment? What are the investment merits of PRI?
Which documents will explain what responsible investing approach a Fund Manager applies?
The RIPPL NZ Leaders highlights some market trends and how funds performed over the last 12 months. Check out the KiwiSaver and Non-KiwiSaver investment performance and accompanying RIPPL Effect reports.
There are many different approaches to responsible investing, some approaches are more proactive and pragmatic than others. Multiple approaches could be used within the same managed fund. The underlying considerations across all approaches are environmental, social and governance factors.