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Ausbil Investment Management

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Manager Overview

Established in April 1997, Ausbil's core business is the management of Australian and global equities for major superannuation funds, institutional investors, master trust and retail clients. Ausbil is owned by its employees and New York Life Investment Management (NYLIM), a wholly-owned subsidiary of New York Life Insurance Company.

Manager's responsible investing approach

Ausbil Investment Management Limited is an Australian investment manager. Established in April 1997, Ausbil's core business is the management of Australian and global equities for major superannuation funds, institutional investors, master trusts and retail clients. Ausbil is a signatory to the Principles for Responsible Investment (PRI) and has a dedicated environmental, social and governance (ESG) research team that provides an in-house service. ESG research is integrated into Ausbil's investment process. Ausbil believes that consideration of ESG issues as developed by well-founded ESG research can identify mispriced stocks and assess a company's earnings sustainability.

General DetailsExclusionsInclusionsUN Goals
Fund Name
Tobacco
Alcohol
Weapons
Fossil fuels
Human rights abuses
Labour rights violations
Environmental damage
Animal testing
Treatment of livestock
Tax avoidance
Gambling
Genetic engineering/GMO
Nuclear power
Adult entertainment
Renewable energy
Climate change solutions
Water management
Circular economy
Sustainable agriculture
Green property
Biodiversity conservation
Healthy rivers & oceans
Reforestation
Gender diversity
Indigenous business
Health & medical products
Social infrastructure
Education
Income & financial inclusion
Sustainable transport
Vocational training
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
Ausbil Active Sustainable Equity FundAusbil Active Sustainable Equity Fund A-SortFull
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Candriam Sustainable Global Equity FundCandriam Sustainable Global Equity Fund A-SortFull
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Funds

Candriam Sustainable Global Equity Fund

Strategy Summary

Candriam's investment process results in a well-diversified portfolio of 'best-in-class' listed global equities for the Fund and is structured in three main steps: 1) Socially Responsible Investing (SRI) universe screen: construction based on Candriam's comprehensive in-house SRI analysis framework; 2) Quantitative investment approach: identification of potential sources of out-performance and their underlying factors and model development combining the most optimal factors; and 3) Portfolio construction and model implementation: the specific models' outputs are implemented into the Fund's portfolio in a disciplined risk way.

Key Terms

Status: Open Inception Date: Dec 2004
Strategy: Equity Long Style: Blend
Geography: Global Domicile: Australia
Investors: Wholesale & Retail Min. Investment: AU$20000
Mgmt. Fee: 0.75% Perf. Fee: 0%

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