Ausbil Investment Management
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.
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% |