2018 Investor Action Request Signatories

Size: px
Start display at page:

Download "2018 Investor Action Request Signatories"

Transcription

1 2018 Investor Action Request Signatories 3Sisters Sustainable Management LLC AB ACTIAM Active Earth Investment Management Addenda Capital Inc. Aegon AGF Investment Inc. Align Impact LLC Alquity Investment Management Ltd AMF Antera Gestão de Recursos S.A. APG Asset Management NV Appleseed Fund Arabesque Asset Management Arjuna Capital ATI Asset Management Atlantic Asset Management Pty Ltd Ausbil Investment Management Australian Ethical Investment Avaron Asset Management AS Aviva plc AXA Investment Managers B3 Banco do Brasil S/A Banco Santander Bank J. Safra Sarasin AG Bankinter Barnard College BASF Sociedade de Previdência Complementar Basler Kantonalbank BBVA

2 Becker College Bluebay Asset Management LLP Blumenthal Foundation BMO Global Asset Management BNP Paribas Investment Partners Boardwalk Capital Management Boston Common Asset Management, LLC British Airways Pensions BSW Wealth Partners BT Financial Group CAI Corporate Assets International AG Caixa Geral de Depósitos Caja Ingenieros Gestión, SGIIC California Public Employees' Retirement System (CalPERS) California State University, Northridge Foundation Calvert Investment Management, Inc Candriam Investors Group Capricorn Investment Group CareSuper Carnegie Fonder Cathay Financial Holding Catholic Super CBF Church of England Funds CBRE Group, Inc. CCLA Investment Management Ltd Central Finance Board of the Methodist Church Christian Brothers Investment Services Inc. Christian Super Christopher Reynolds Foundation Church Commissioners for England Church Investment Group Church of England Pensions Board ClearBridge Investments

3 Colorado College Comite syndical national de retraite Bâtirente Commerzbank AG Commonwealth Superannuation Corporation Compton Foundation, Inc. Connecticut Retirement Plans and Trust Funds Conser Invest CPR AM Credit Agricole Credito Valtellinese CTBC Financial Holding Co., Ltd Cultura Bank Daegu Bank Dana Investment Advisors Demeter Partners Development Bank of Japan Inc. DNR Capital DoubleDividend Management BV Ecofin Limited EGAMO Ekobanken - Din Medlemsbank Environmental Investment Services Asia Essex Investment Management Company, LLC Ethos Foundation Etica SGR Evangelical Lutheran Foundation of Eastern Canada Evangelisch-Luth. Kirche in Bayern Federal Finance Financiere de l'echiquier FIPECq - Fundação de Previdência Complementar dos Empregados e Servidores da FINEP, do IPEA, do CNPq First Affirmative Financial Network First Financial Holding Co

4 First State Superannuation Scheme First Swedish National Pension Fund (AP1) Folksam Ömsesidig Sakförsäkring Fondo Pegaso Fondo Pensione Cometa Fonds de Réserve pour les Retraites FRR Formuesforvaltning Aktiv Forvaltning AS Fourth Swedish National Pension Fund, (AP4) Friends Fiduciary Corporation Fukoku Capital Management Inc FUNDAÇÃO SANEPAR DE PREVIDENCIA E ASSISTENCIA SOCIAL FUSAN GameChange Capital LLC Generation Investment Management Genus Capital Management Global Forestry Capital S.a.r.l. Globalance Bank GOOD GROWTH INSTITUT für globale Vermögensentwicklung mbh Good Super Great Lakes Advisors Greater Manchester Pension Fund Green Alpha Advisors Green Cay Asset Management Green Century Capital Management Green Science Partners GROUPE OFI AM Hannon Armstrong Sustainable Infrastructure Capital, Inc Harbour Asset Management Heart of England Baptist Association Hermes Fund Managers HESTA HIP Investor INC. Holden & Partners

5 Humanis Ilmarinen Mutual Pension Insurance Company Impax Asset Management Group plc Insight Investment Management (Global) Ltd Investec plc Irish Life Investment Managers Jantz Management LLC Janus Henderson Investors Jessie Smith Noyes Foundation Jesuits in Britain JLens Investor Network Johnson Private Wealth Management Joule Assets Inc. Jupiter Asset Management Kagiso Asset Management KBI Global Investors Kendall Sustainable Infrastructure, LLC Kepler Cheuvreux KEVA KLP KPA Pension La Banque Postale Asset Management Laird Norton Family Foundation Länsförsäkringar Legal and General Investment Management LGT Capital Partners Liontrust Asset Management PLC Local Authority Pension Fund Forum LocalTapiola Asset Management Ltd Lombard Odier London Pensions Fund Authority LUCRF Super Ludgate Investments Limited

6 Lutheran Council of Great Britain MAMA Sustainable Incubation AG Manulife Asset Management Marc J. Lane Investment Management, Inc. Martin Currie Maryknoll Sisters Matthews International Capital Management, LLC Mediobanca Mellon Capital Management Mercer Mercy Investment Services, Inc. Mergence Africa Investments (Pty) Limited Merseyside Pension Fund Miller/Howard Investments Mirabaud Asset Management Mistra, The Swedish Foundation for Strategic Environmental Research MN Moneta Asset Management Mongeral Aegon Seguros e Previdência S.A. Montanaro Asset Management Limited Morgan Stanley MP Investment Management A/S Nathan Cummings Foundation, The National Australia Bank Natural Investments LLC NEI Investments NEST - National Employment Savings Trust Nest Sammelstiftung Neuberger Berman New Amsterdam Partners LLC New Resource Bank New South Wales Treasury Corporation (TCorp) New York State Common Retirement Fund (NYSCRF)

7 Newground Social Investment Newton Investment Management Limited Nordea Investment Management Norfolk Pension Fund Northern Ireland Local Government Officers' Superannuation Committee (NILGOSC) NorthStar Asset Management, Inc. OceanRock Investments Inc. Office of the Vermont State Treasurer Öhman Oliver Rothschild Corporate Advisors Opplysningsvesenets fond (The Norwegian Church Endowment) OPSEU Pension Trust (OP Trust) Overlook Investments Limited P+(DIP/JOEP) P1 Investment Management Ltd PAI Partners Park Foundation Paul Hamlyn Foundation Pax World Funds PCJ Investment Counsel Ltd. Pensionskasse Stadt Zürich Perpetual Investments Pictet Asset Management SA PKA POSTALIS - Instituto de Seguridade Social dos Correios e Telégrafos PREVHAB PREVIDÊNCIA COMPLEMENTAR Priests of the Sacred Heart, US Province Progressive Asset Management, Inc. Province of St. Joseph of the Capuchin Order Provinzial Rheinland Holding QIC Railpen Investments

8 Rathbone Greenbank Investments Rhode Island General Treasurer River Twice Capital Advisors, LLC Robeco RobecoSAM AG Rockefeller Asset Management Rothschild & Co Ruffer LLP Samsung Fire & Marine Insurance Sanso Investment Solution Sarasin & Partners Schroders Second Swedish National Pension Fund (AP2) Shinhan Bank Sisters of St Francis of Philadelphia Sisters of St. Dominic of Caldwell NJ Smith Pierce, LLC SNW Asset Management Societe Generale Sompo Holdings, Inc Sonen Capital LLC South Yorkshire Pensions Authority Sprucegrove Investment Management Ltd Standard Life Investments StatewideSuper Stewart Investors Strathclyde Pension Fund Sustainable Insight Capital Management (SICM) Svenska Kyrkan, Church of Sweden Swift Foundation Sycomore Asset Management TD Asset Management (TD Asset Management Inc. and TDAM USA Inc.) Terra Alpha Investments LLC

9 Terra Global Capital, LLC The Bullitt Foundation The Children's Investment Fund Foundation The Church Pension Fund The Clean Yield Group The Council of Lutheran Churches The Daly Foundation The Joseph Rowntree Charitable Trust The McKnight Foundation The New School The Norinchukin Bank The Pension Plan For Employees of the Public Service Alliance of Canada The Presbyterian Church in Canada The Russell Family Foundation The Sisters of St. Ann The Sustainability Group The Trustees of Columbia University in the City of New York The Wellcome Trust Third Swedish National Pension Fund (AP3) Toronto Atmospheric Fund Trillium Asset Management, LLC Triodos Investment Management Tri-State Coalition for Responsible Investment Trusteam Finance UBS UniCredit Union Investment Privatfonds GmbH UNISON staff pension scheme Unitarian Universalist Association United Church Funds University of California University of Massachusetts Foundation University of Sydney Endowment Fund

10 University of Toronto Vancity Group of Companies Veris Wealth Partners Veritas Pension Insurance VicSuper Pty Ltd Vinva Investment Management Vontobel Holding AG Walden Asset Management, a division of Boston Trust & Investment Management Company Walter Scott & Partners Limited Washington State Investment Board Wells Fargo & Company Wespath Investment Management West Midlands Pension Fund Westpac Banking Corporation WHEB Asset Management Whitley Asset Management Yuanta Financial Holdings Zevin Asset Management Zurich Cantonal Bank

Statement of Investor Commitment to Support a Just Transition on Climate Change

Statement of Investor Commitment to Support a Just Transition on Climate Change Statement of Investor Commitment to Support a Just Transition on Climate Change This statement is endorsed by 116 investors representing US $5.46 trillion in assets. As investors with a requirement to

More information

2018 CDP Investor Signatories and Members

2018 CDP Investor Signatories and Members 2018 CDP Investor Signatories and Members 3Sisters Sustainable Management LLC AB Aberdeen Asset Management Aberdeen Standard Investments ABRAPP - Associação Brasileira das Entidades Fechadas de Previdência

More information

Investors who are taking action

Investors who are taking action Do you analyze and assess the climate change-related risks and opportunities in individual portfolios or across your investment portfolio as a whole in line with the Task Force on Climate-related Financial

More information

LETTER FROM GLOBAL INVESTORS TO GOVERNMENTS OF THE G7 AND G20 NATIONS

LETTER FROM GLOBAL INVESTORS TO GOVERNMENTS OF THE G7 AND G20 NATIONS 8 May 2017 LETTER FROM GLOBAL INVESTORS TO GOVERNMENTS OF THE G7 AND G20 NATIONS This letter is signed by 217 investors representing more than USD 15 trillion in assets. As long-term institutional investors,

More information

Climate Change Reporting

Climate Change Reporting UNCTAD, OECD, CDSB and GRI Workshop on Climate Change Reporting 16 March 2012, Room XXV Palais des Nations, Geneva SESSION II INFORMATION NEEDS OF A GREEN ECONOMY: PROMOTING NEW PRACTICES, ALIGNING EXISTING

More information

Consultation on Increasing Flexibility of Earnings Reports and Quarterly Earnings Reports

Consultation on Increasing Flexibility of Earnings Reports and Quarterly Earnings Reports Motoya Sasaki Manager, Listing Department Tokyo Stock Exchange, Inc By Email: mo-sasaki@jpx.co.jp; jojo-kikaku@jpx.co.jp 29 th November 2016 Dear Mr. Sasaki, Consultation on Increasing Flexibility of Earnings

More information

Investors taking action in the Policy Advocacy area of The Investor Agenda as of 4 Sept. 2018

Investors taking action in the Policy Advocacy area of The Investor Agenda as of 4 Sept. 2018 27four Aargauische Pensionskasse (APK) Aberdeen Standard Investments ABP Achmea ACTIAM Addenda Capital Inc. Adrian Dominican Sisters, Portfolio Advisory Board Aegon N.V. AGF Investments Inc. Aktia Bank

More information

KnowTheChain Investor Statement. Investor Expectations on Addressing Forced Labor in Global Supply Chains

KnowTheChain Investor Statement. Investor Expectations on Addressing Forced Labor in Global Supply Chains KnowTheChain Investor Statement Investor Expectations on Addressing Forced Labor in Global Supply Chains As investors representing $3.4 trillion in assets under management and with a duty to act in the

More information

2018 GLOBAL INVESTOR STATEMENT TO GOVERNMENTS ON CLIMATE CHANGE

2018 GLOBAL INVESTOR STATEMENT TO GOVERNMENTS ON CLIMATE CHANGE 2018 GLOBAL INVESTOR STATEMENT TO GOVERNMENTS ON CLIMATE CHANGE This statement is signed by 319 investors representing more than USD $28 trillion in assets. As institutional investors with millions of

More information

Inquiry into establishing a Modern Slavery Act in Australia Submission 39

Inquiry into establishing a Modern Slavery Act in Australia Submission 39 poor working conditions among UK-listed companies. In our view, and based on dialogues with companies as part of the collaborative engagement on supply chain labour, board level oversight of labour practices

More information

Investor Statement on the 4 th Anniversary of the Rana Plaza Tragedy

Investor Statement on the 4 th Anniversary of the Rana Plaza Tragedy Investor Statement on the 4 th Anniversary of the Rana Plaza Tragedy Four years have passed since the collapse of the Rana Plaza building in Bangladesh resulting in over 1,100 garment workers killed and

More information

PDC Global Webinar 11 May 2015

PDC Global Webinar 11 May 2015 PDC Global Webinar 11 May 2015 Agenda Welcome from Moderator and Host Eric Usher, Head, UNEP FI Introductory Remarks Fiona Reynolds, Managing Director, PRI Beyond Disclosure: Investor AcDon on Climate

More information

Morningstar Rating Analysis

Morningstar Rating Analysis Morningstar Research January 2018 Morningstar Rating Analysis of European Investment Funds Authors: Nikolaj Holdt Mikkelsen, CFA, CIPM Ali Masarwah Content Morningstar European Rating Analysis of Investment

More information

Global Investor Statement on the Arms Trade

Global Investor Statement on the Arms Trade Global Investor Statement on the Arms Trade Statement calls for a strong, legally binding and comprehensive Arms Trade Treaty. This statement is supported by 39 investors both asset owners and asset managers

More information

LETTER FROM GLOBAL INVESTORS TO GOVERNMENTS OF THE G7 AND G20 NATIONS. This letter is signed by 363 investors representing USD $19 trillion in assets.

LETTER FROM GLOBAL INVESTORS TO GOVERNMENTS OF THE G7 AND G20 NATIONS. This letter is signed by 363 investors representing USD $19 trillion in assets. 8 May 2017 LETTER FROM GLOBAL INVESTORS TO GOVERNMENTS OF THE G7 AND G20 NATIONS This letter is signed by 363 investors representing USD $19 trillion in assets. As long-term institutional investors, we

More information

Investor statement on Supply Chain Modern Slavery Legislation in Canada

Investor statement on Supply Chain Modern Slavery Legislation in Canada Investor statement on Supply Chain Modern Slavery Legislation in Canada We are a group of global investor institutions with $2.3 trillion CAD in assets under management that invest in the Canadian market.

More information

Investors taking action in the Policy Advocacy area of The Investor Agenda as of 6 Dec. 2018

Investors taking action in the Policy Advocacy area of The Investor Agenda as of 6 Dec. 2018 Investors taking action in the Policy Advocacy area of The Investor Agenda as of 6 Dec. 2018 27four Aalto University Foundation Aargauische Pensionskasse (APK) Aberdeen Standard Investments ABP Achmea

More information

... EXTEL/UKSIF SRI & SUSTAINABILITY SURVEY 2017 JUNE

... EXTEL/UKSIF SRI & SUSTAINABILITY SURVEY 2017 JUNE ... EXTEL/UKSIF SRI & SUSTAINABILITY SURVEY 2017 JUNE 2017... CONTENTS 1 MARKET TRENDS 3 2 RESULTS 4 3 METHODOLOGY 8 4 EXTEL WECONVENE 13 5 CONTACTS 14 1. MARKET TRENDS We capture a range of views from

More information

Morningstar Rating Analysis

Morningstar Rating Analysis Morningstar Research October 2016 Morningstar Rating Analysis of European Investment Funds Authors: Nikolaj Holdt Mikkelsen, CFA, CIPM Ali Masarwah Content Morningstar European Rating Analysis of Investment

More information

2018 GLOBAL INVESTOR STATEMENT TO GOVERNMENTS ON CLIMATE CHANGE

2018 GLOBAL INVESTOR STATEMENT TO GOVERNMENTS ON CLIMATE CHANGE 2018 GLOBAL INVESTOR STATEMENT TO GOVERNMENTS ON CLIMATE CHANGE This statement is signed by 415 investors representing over USD $32 trillion in assets. As institutional investors with millions of beneficiaries

More information

2018 GLOBAL INVESTOR STATEMENT TO GOVERNMENTS ON CLIMATE CHANGE

2018 GLOBAL INVESTOR STATEMENT TO GOVERNMENTS ON CLIMATE CHANGE 2018 GLOBAL INVESTOR STATEMENT TO GOVERNMENTS ON CLIMATE CHANGE This statement is signed by 415 investors representing over USD $32 trillion in assets. As institutional investors with millions of beneficiaries

More information

2018 GLOBAL INVESTOR STATEMENT TO GOVERNMENTS ON CLIMATE CHANGE

2018 GLOBAL INVESTOR STATEMENT TO GOVERNMENTS ON CLIMATE CHANGE 2018 GLOBAL INVESTOR STATEMENT TO GOVERNMENTS ON CLIMATE CHANGE This statement is signed by 420 investors representing over USD $32 trillion in assets. As institutional investors with millions of beneficiaries

More information

NETHERLANDS WINNER LIST

NETHERLANDS WINNER LIST NETHERLANDS WINNER LIST GROUP AWARD SIZE COMPANY Bond Large Company BlackRock 2016 THOMSON REUTERS LIPPER FUND AWARDS Bond Small Company T Rowe Price Equity Large Company Comgest Equity Small Company Mirae

More information

Morningstar Rating Analysis

Morningstar Rating Analysis Morningstar Research February 2016 Morningstar Rating Analysis of European Investment Funds Authors: Nikolaj Holdt Mikkelsen, CFA Ali Masarwah Content Morningstar European Rating Analysis of Investment

More information

Enhancing the real estate sustainability policy framework

Enhancing the real estate sustainability policy framework Enhancing the real estate sustainability policy framework Executive summary The analysis presented in this paper is the result of the experience of investors in the real estate sector who participate in

More information

From risk to revenue: The investment opportunity in addressing corporate deforestation

From risk to revenue: The investment opportunity in addressing corporate deforestation DISCLOSURE INSIGHT ACTION From risk to revenue: The investment opportunity in addressing corporate deforestation Written on behalf of 380 investors with US$29 trillion in assets CDP Report l November 2017

More information

Ethical Investment Research Services (EIRIS) Ltd

Ethical Investment Research Services (EIRIS) Ltd Ethical Investment Research Services (EIRIS) Ltd 2008 An Introduction to EIRIS and our services Introduction to EIRIS EIRIS is an established not for profit research organization specializing in environmental,

More information

Key points and recommendations

Key points and recommendations NON-Carbon Market Financing Mechanisms for CLimate Change Mitigation and Adaptation in Developing Countries Statement by the Institutional Investors Group on Climate Change (IIGCC) Key points and recommendations

More information

UN GUIDING PRINCIPLES REPORTING FRAMEWORK INVESTOR STATEMENT February 24, 2015

UN GUIDING PRINCIPLES REPORTING FRAMEWORK INVESTOR STATEMENT February 24, 2015 UN GUIDING PRINCIPLES REPORTING FRAMEWORK INVESTOR STATEMENT February 24, 2015 Many stakeholders, including investors, have asked for guidance on how companies should report on how they are implementing

More information

Investors Urge Bangladesh Government Not to Abandon the Accord on Fire and Building Safety

Investors Urge Bangladesh Government Not to Abandon the Accord on Fire and Building Safety Investors Urge Bangladesh Government Not to Abandon the Accord on Fire and Building Safety 250 institutional investors, with over $4 trillion in assets under management, welcomed the formation of the Accord

More information

Global Climate Disclosure Framework For Automotive Companies

Global Climate Disclosure Framework For Automotive Companies Global Climate Disclosure Framework For Automotive Companies An international initiative in partnership with North America Europe Australia/New Zealand About IIGCC The Institutional Investors Group on

More information

Comments to SASB Exposure Draft Standard for the Biotechnology and Pharmaceuticals Industry

Comments to SASB Exposure Draft Standard for the Biotechnology and Pharmaceuticals Industry To: Director of Research, 2017 Public Comment Period, Sustainability Accounting Standards Board, 1045 Sansome St., Suite 450, 94111 Date: 29 January 2018 Comments to SASB Exposure Draft Standard for the

More information

Q IPREO REGIONAL FLOW OF FUNDS SERIES

Q IPREO REGIONAL FLOW OF FUNDS SERIES Q3 2017 IPREO REGIONAL FLOW OF FUNDS SERIES Flow of Funds: Market Overview Q3-17 Western European () equity fund flows remained strong and positive (+$43.1B), but the pace of inflows decelerated from the

More information

Issued by Mercer Superannuation (Australia) Limited (MSAL) ABN Australian Financial Services Licence # as the Trustee of the

Issued by Mercer Superannuation (Australia) Limited (MSAL) ABN Australian Financial Services Licence # as the Trustee of the Issued by Mercer Superannuation (Australia) Limited (MSAL) ABN 79 004 717 533 Australian Financial Services Licence #235906 as the Trustee of the Mercer Super Investment Trust: GPO Box 9946, Melbourne

More information

UN GUIDING PRINCIPLES REPORTING FRAMEWORK INVESTOR STATEMENT

UN GUIDING PRINCIPLES REPORTING FRAMEWORK INVESTOR STATEMENT January 31, 2017 UN GUIDING PRINCIPLES REPORTING FRAMEWORK INVESTOR STATEMENT Many stakeholders, including investors, have asked for guidance on how companies should report on how they are implementing

More information

State Street Global Advisors ERISA 408(B)(2) REGULATORY REPORTING REQUIREMENT

State Street Global Advisors ERISA 408(B)(2) REGULATORY REPORTING REQUIREMENT Fiduciary Status Custody s include: (i) custody services provided to SSgA commingled funds; includes country custody charges and transaction charges; (ii) overdraft funding, and (iii) holding of un-invested

More information

JPMorgan Liquid Assets Money Market Fund Schedule of Portfolio Investments as of November 30, 2017 (Unaudited)

JPMorgan Liquid Assets Money Market Fund Schedule of Portfolio Investments as of November 30, 2017 (Unaudited) Schedule of Portfolio Investments as of November 30, 2017 (Unaudited) THE UNAUDITED CERTIFIED MUTUAL FUNDS HOLDINGS LIST ( the List ) IS TO BE USED FOR REPORTING PURPOSES ONLY. IT IS NOT TO BE REPRODUCED

More information

25 May For the attention of the Finance Ministers of the Group of Seven (G-7)

25 May For the attention of the Finance Ministers of the Group of Seven (G-7) 25 May 2015 For the attention of the Finance Ministers of the Group of Seven (G-7) As institutional investors responsible for managing the retirement savings and investments of millions of people or managing

More information

2005 Report on Socially Responsible Investing Trends in the United States. Social Investment Forum Industry Research Program January 2006

2005 Report on Socially Responsible Investing Trends in the United States. Social Investment Forum Industry Research Program January 2006 2005 Report on Socially Responsible Investing Trends in the United States Social Investment Forum Industry Research Program January 2006 Content and Method Three core SRI strategies measured: Social and

More information

FUND CHOICE AND FUND CHARGES

FUND CHOICE AND FUND CHARGES FUND CHOICE AND FUND CHARGES PENSIONS Pension products which have a standard Annual Management Charge of 1% for most of our funds (please see note 9). (Stakeholder Pension charges are not included in this

More information

Investments in Israeli banks. A research paper prepared for BankTrack

Investments in Israeli banks. A research paper prepared for BankTrack Investments in Israeli banks A research paper prepared for BankTrack Investments in Israeli banks A research paper prepared for BankTrack Barbara Kuepper 24 February 2016 Naritaweg 10 1043 BX Amsterdam

More information

IIGCC Energy Efficiency and Buildings

IIGCC Energy Efficiency and Buildings Energy Efficiency and Buildings Summary IIGCC believes the EU is showing appropriate concern about energy efficiency in buildings and related carbon emissions, and is generally promoting sound policies

More information

RETIREMENT ACCOUNT WEALTH MANAGEMENT. Scottish Widows Pension Fund Charges

RETIREMENT ACCOUNT WEALTH MANAGEMENT. Scottish Widows Pension Fund Charges RETIREMENT ACCOUNT WEALTH MANAGEMENT Scottish Widows Pension Fund Charges SCOTTISH WIDOWS PENSION FUNDS FUND CHOICE AND FUND CHARGES Scottish Widows Funds, managed by a subsidiary of Aberdeen Standard

More information

FUND CHOICE AND FUND CHARGES

FUND CHOICE AND FUND CHARGES FUND CHOICE AND FUND CHARGES PENSIONS Pension products which have a standard Annual Management Charge of 1% for most of our funds (please see note 9). (Stakeholder Pension charges are not included in this

More information

2017 Time to Act. Survey of UK Asset Managers on Fossil Fuel Free Investing

2017 Time to Act. Survey of UK Asset Managers on Fossil Fuel Free Investing 2017 Time to Act Survey of UK Asset Managers on Fossil Fuel Free Investing Executive Summary Key findings Within a short timeframe (3-5 years), asset managers believe, climate change-related financial

More information

Hedging Climate Risk with Decarbonized Indices

Hedging Climate Risk with Decarbonized Indices Hedging Climate Risk with Decarbonized Indices Mats Andersson AP4 Patrick Bolton Columbia University and Frédéric Samama Amundi PARIS 2015 AND BEYOND, COOLING THE CLIMATE DEBATE -- PARIS 29-30 October

More information

Carbon Disclosure Project 2010 Italy 60 Report

Carbon Disclosure Project 2010 Italy 60 Report Carbon Disclosure Project 2010 Italy 60 Report On behalf of 534 investors with assets of US$64 trillion Report written for Carbon Disclosure Project by: Carbon Disclosure Partner: Carbon Disclosure Project

More information

ESG/SRI MYTH & REALITY

ESG/SRI MYTH & REALITY Justin Reynolds +852 2180 6350 Justin.reynolds@ipreo.com ESG/SRI MYTH & REALITY www.ipreo.com METHODOLOGY Defining an SRI Investment has always been a challenge. Wind turbine manufacturers are an obvious

More information

Transaction costs (buy/sell spreads)

Transaction costs (buy/sell spreads) Transaction costs (buy/sell spreads) EFFECTIVE FROM DECEMBER 2012 Transaction costs, including brokerage, stamp duty, settlement and other costs, are incurred by a fund when buying and selling fund assets.

More information

Banking on a Low-Carbon Future: Are the World s Largest Banks Stepping Up to the Risks & Opportunities of Climate Change?

Banking on a Low-Carbon Future: Are the World s Largest Banks Stepping Up to the Risks & Opportunities of Climate Change? Banking on a Low-Carbon Future: Are the World s Largest Banks Stepping Up to the Risks & Opportunities of Climate Change? Impact Report 2018 Contents 3 Introduction 4-5 Summary Findings 6-7 Summary in

More information

Foreign collective investment schemes Changes - September 2016

Foreign collective investment schemes Changes - September 2016 Foreign collective investment schemes Changes - September 2016 Approved for distribution in or from Switzerland: Absolute Insight Funds plc (F00163881) Insight Broad Opportunities Fund (F01110091) AIM

More information

RETIREMENT ACCOUNT SCOTTISH WIDOWS PENSION FUND CHARGES

RETIREMENT ACCOUNT SCOTTISH WIDOWS PENSION FUND CHARGES RETIREMENT ACCOUNT SCOTTISH WIDOWS PENSION FUND CHARGES SCOTTISH WIDOWS PENSION FUNDS FUND CHOICE AND FUND CHARGES Scottish Widows Funds, managed by a subsidiary of Aberdeen Standard s Scottish Widows

More information

List of Authorised Withholding Agents together with Associated Nominee Companies for the purposes of Irish Dividend Withholding Tax

List of Authorised Withholding Agents together with Associated Nominee Companies for the purposes of Irish Dividend Withholding Tax List of Authorised Withholding Agents together with Associated Nominee Companies for the purposes of Irish Dividend Withholding Tax Name of Company BNY (Nominees) List of Qualifying Intermediaries together

More information

Legal & General All Stocks Gilt Index Fund LS5 UK Gilts 0.12% 0.05% 0.17% 0.06%

Legal & General All Stocks Gilt Index Fund LS5 UK Gilts 0.12% 0.05% 0.17% 0.06% SELECT PORTFOLIO BOND (WEALTH MANAGERS) FUND DETAILS This document shows the fund charges, Association of British Insurers (ABI) sectors and valuation spreads for the funds available on our Select Portfolio

More information

Legal & General All Stocks Gilt Index Fund LS5 UK Gilts 0.12% 0.04% 0.16% 0.05%

Legal & General All Stocks Gilt Index Fund LS5 UK Gilts 0.12% 0.04% 0.16% 0.05% SELECT PORTFOLIO bond (WEALTH MANAGERS) FUND DETAILS This document shows the fund charges, Association of British Insurers (ABI) sectors and valuation spreads for the funds available on our Select Portfolio

More information

FITZ Quarterly Fund Charges

FITZ Quarterly Fund Charges FITZ Quarterly Fund Charges Unique source of fund fees and expenses for cross-border and UK funds. Our data enables detailed and comprehensive fee analysis of any fund product or share class, including

More information

Director, Socially Responsible Investing Chief Executive (617) (206)

Director, Socially Responsible Investing Chief Executive (617) (206) CONTACT: Pat Miguel Tomaino Bruce Herbert, AIF Director, Socially Responsible Investing Chief Executive Zevin Asset Management Investor Voice (617) 742-6666 (206) 522-1944 pat@zevin.com team@investorvoice.net

More information

Foreign collective investment schemes Changes - June, 2008

Foreign collective investment schemes Changes - June, 2008 Foreign collective investment schemes Changes - June, 2008 Approved for distribution in or from Switzerland: UBS ETF - MSCI EMU Agent 2: AXA ROSENBERG EQUITY ALPHA TRUST - AXA Rosenberg Eurobloc 130/30

More information

CDP Europe 300 Report 2011 Carbon Materiality

CDP Europe 300 Report 2011 Carbon Materiality CDP Europe 300 Report 2011 Carbon Materiality On behalf of 551 investors with assets of US$71 trillion report written by: report sponsor: Carbon Disclosure Project info@cdproject.net +44 (0)20 7970 5660

More information

CDP South Africa JSE 100 Report 2011 Partnering for a low carbon future

CDP South Africa JSE 100 Report 2011 Partnering for a low carbon future CARBON DISCLOSURE PROJECT CDP South Africa JSE 100 Report 2011 Partnering for a low carbon future On behalf of 551 investors with assets of US$ 71 trillion Lead Partner National Business Initiative Report

More information

Legal & General (PMC) All Stocks Gilts Index Fund UK Gilts 0.20% 0.00%

Legal & General (PMC) All Stocks Gilts Index Fund UK Gilts 0.20% 0.00% PORTFOLIO PLUS FUND DETAILS This document shows the fund management charge, Association of British Insurers (ABI) sectors and spreads for the funds available on the Portfolio Plus SIPP and Portfolio Plus

More information

SACRAMENTO COUNTY DIRECTOR OF FINANCE INVESTMENT APPROVED LISTS October Approved Domestic Banks for All Legal Investments

SACRAMENTO COUNTY DIRECTOR OF FINANCE INVESTMENT APPROVED LISTS October Approved Domestic Banks for All Legal Investments FIRM NAME Approved Domestic Banks for All Legal Investments S&P'S LT/ST MOODY'S LT/ST FITCH LT/ST FITCH CREDIT LIMIT % CREDIT OUTLOOK CREDIT OUTLOOK CREDIT OUTLOOK VIABILITY SUPPORT POOL ALL COMMENTS JPMorgan

More information

Carbon Disclosure Project (CDP)

Carbon Disclosure Project (CDP) Carbon Disclosure Project (CDP) www.cdproject.net Paul Dickinson Coordinator paul@cdproject.net 21 October 2003 1 Overview CDP 2002 Collaboration by investors 31 May 2002 35 participants representing over

More information

FEDERATED SHORT-TERM STERLING PRIME FUND FSSPF - 1. Portfolio as of December 15, 2017 Current Net Assets -- 3,771,541,381

FEDERATED SHORT-TERM STERLING PRIME FUND FSSPF - 1. Portfolio as of December 15, 2017 Current Net Assets -- 3,771,541,381 FEDERATED SHORT-TERM STERLING PRIME FUND Portfolio as of December 15, 2017 Current Net Assets -- 3,771,541,381 Weighted Average M aturity: 148 Days Weighted Average Life: 70 Days Credit Rating: AAAm STANDARD

More information

AUGUST Emerging Markets. Pacific ex Japan. Global Property. UK Property BRIC

AUGUST Emerging Markets. Pacific ex Japan. Global Property. UK Property BRIC INDICATOR HOW TO USE INDICATOR The indicator provides investors with a 2-month stock market outlook from a selection of fund groups linked to Old Mutual International. We provided the fund groups with

More information

Carbon Disclosure Project Switzerland Report 2009

Carbon Disclosure Project Switzerland Report 2009 Carbon Disclosure Project Switzerland Report 2009 Survey of Switzerland s 100 largest companies On behalf of 475 investors with assets under management of USD 55 trillion Naoya Hatakeyama - Prix Pictet

More information

Research findings of the survey into THE UK COMMERCIAL PROPERTY LENDING MARKET De Montfort University Nicole Lux

Research findings of the survey into THE UK COMMERCIAL PROPERTY LENDING MARKET De Montfort University Nicole Lux Research findings of the survey into THE UK COMMERCIAL PROPERTY LENDING MARKET 2016 De Montfort University Nicole Lux Trends in value of outstanding debt Loan originations Structure of outstanding loan

More information

Foreign collective investment schemes Changes - January 2016

Foreign collective investment schemes Changes - January 2016 Foreign collective investment schemes Changes - January 2016 Approved for distribution in or from Switzerland: Aberdeen Global II US Dollar Credit Bond Fund (F01087824) AXA World Funds Emerging Markets

More information

SWITZERLAND WINNER LIST

SWITZERLAND WINNER LIST SWITZERLAND WINNER LIST GROUP AWARD SIZE COMPANY Bond Large Company BlackRock 2016 THOMSON REUTERS LIPPER FUND AWARDS Bond Small Company T Rowe Price Equity Large Company Comgest Equity Small Company Seilern

More information

Climate Change, Water, Forests, and Commodities. Fiona Reynolds, Managing Director CDP event, Tokyo 24 th October 2017

Climate Change, Water, Forests, and Commodities. Fiona Reynolds, Managing Director CDP event, Tokyo 24 th October 2017 Climate Change, Water, Forests, and Commodities Fiona Reynolds, Managing Director CDP event, Tokyo 24 th October 2017 THE PRI Investor-led, supported by the United Nations The PRI works with its international

More information

Guinness Asset Management is closing the early investor share class on its Global Equity Income Fund to new investment

Guinness Asset Management is closing the early investor share class on its Global Equity Income Fund to new investment Press Release London, 18 th February. Embargoed until 9.30am. Guinness Asset Management is closing the early investor share class on its Global Equity Income Fund to new investment In December 2011, on

More information

Any specific investment-related queries or concerns should be directed to a fully qualified financial adviser.

Any specific investment-related queries or concerns should be directed to a fully qualified financial adviser. WWW.BLUEANDGREENTOMORROW.COM 1 PUBLISHER S LETTER Man has lost the capacity to foresee and to forestall. He will end by destroying the earth. Albert Schweitzer, theologian, organist, philosopher and physician,

More information

The Capital Group Companies, Inc.

The Capital Group Companies, Inc. The Capital Group Companies, Inc. 333 South Hope Street Los Angeles, California 90071-1406 thecapitalgroup.com 16 May 2018 BY EMAIL - ORIGINAL IN POST (Lydia.Isaac@oilsearch.com, oilsearch@computershare.com.au)

More information

AWARDS 30.86% Average Open Rate 5.01% Average Click Rate. Campaigns in % Average effectiveness

AWARDS 30.86% Average Open Rate 5.01% Average Click Rate. Campaigns in % Average effectiveness 17 348 Campaigns in 2017 30.86% Average Open Rate 5.01% Average Click Rate 16.23% Average effectiveness 17 BEST OPEN RATE CAMPAIGN Fund Group nominees Aviva Investors Baillie Gifford EFG Asset Management

More information

Q IPREO REGIONAL FLOW OF FUNDS SERIES

Q IPREO REGIONAL FLOW OF FUNDS SERIES Q4 2017 IPREO REGIONAL FLOW OF FUNDS SERIES Flow of Funds: Market Overview S&P Developed REIT Index (ex-japan, with dividends, USD base) started with a 0.8% drop in October, gaining 3% in November and

More information

The opportunity of residential property investment vehicles in enhancing affordable rental housing supply. Graeme Newell Western Sydney University

The opportunity of residential property investment vehicles in enhancing affordable rental housing supply. Graeme Newell Western Sydney University The opportunity of residential property investment vehicles in enhancing affordable rental housing supply Graeme Newell Western Sydney University AHURI research grant Professor Graeme Newell: WSU Associate

More information

The Capital Group Companies, Inc.

The Capital Group Companies, Inc. The Capital Group Companies, Inc. 333 South Hope Street Los Angeles, California 90071-1406 thecapitalgroup.com 24 August 2017 BY EMAIL - ORIGINAL IN POST (Lydia.Isaac@oilsearch.com, oilsearch@computershare.com.au)

More information

CUMULATIVE. 3 Months. 6 Months

CUMULATIVE. 3 Months. 6 Months Base November 20 All percentage growth calculated to /0/ Year Years 5 Years 20 202 20 200 2009 Managed Solutions available in different risk profiles, providing a high level of diversification across multiple

More information

FITZ Quarterly Fund Charges

FITZ Quarterly Fund Charges FITZ Quarterly Fund Charges Unique source of fund fees and expenses for cross-border and UK funds. Our data enables detailed and comprehensive fee analysis of any fund product or share class, including

More information

LIPPER FUND AWARDS 2015 UK WINNER LIST

LIPPER FUND AWARDS 2015 UK WINNER LIST LIPPER FUND AWARDS 2015 UK WINNER LIST GROUP AWARD SIZE COMPANY Bond Large Legal & General Bond Small T Rowe Price Equity Large Robeco Equity Small River and Mercantile Mixed Assets Large Legg Mason Mixed

More information

April 27 th, Securities and Exchange Commission 100 F Street, NE Washington, DC Re: Disclosure Effectiveness Review. Chair Mary Jo White:

April 27 th, Securities and Exchange Commission 100 F Street, NE Washington, DC Re: Disclosure Effectiveness Review. Chair Mary Jo White: April 27 th, 2015 Securities and Exchange Commission 100 F Street, NE Washington, DC 20549 Re: Disclosure Effectiveness Review Chair Mary Jo White: We, the undersigned, many of whom are members of the

More information

Holdings Report Goldman Sachs USD Liquid Reserves Fund

Holdings Report Goldman Sachs USD Liquid Reserves Fund As of 03-30-2018 Holdings Report Goldman Sachs USD Liquid Reserves Fund Portfolio holdings may not be representative of current or future investments. Future portfolio holdings may not be profitable. Description

More information

FITZ Quarterly Fund Charges

FITZ Quarterly Fund Charges ** UK domiciled funds. FITZ Quarterly Fund Charges Unique source of fund fees and expenses for cross-border and UK funds. Our data enables detailed and comprehensive fee analysis of any fund product or

More information

Re: Notice of Change in Interests of Substantial Shareholder under Section 671B

Re: Notice of Change in Interests of Substantial Shareholder under Section 671B The Capital Group Companies, Inc. 333 South Hope Street Los Angeles, California 90071-1406 29 October 2018 capitalgroup.com BY EMAIL - ORIGINAL IN POST (Lydia.Isaac@oilsearch.com, investor@oilsearch.com)

More information

LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME COMPANY FUND COUNT

LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME COMPANY FUND COUNT AUSTRIA WINNER LIST GROUP AWARD SIZE COMPANY Bond Large Company BlackRock 2016 THOMSON REUTERS LIPPER FUND AWARDS Bond Small Company T Rowe Price Equity Large Company Comgest Equity Small Company Seilern

More information

The Cerulli Report European Insurance Industry Charting a Successful Path in the New Landscape.

The Cerulli Report European Insurance Industry Charting a Successful Path in the New Landscape. The Cerulli Report European Insurance Industry 2017 Charting a Successful Path in the New Landscape Overview & Methodology This report, in its fourth iteration, provides analysis of the insurance segment

More information

Sterling Investment Bond Fund Specific projection rates Series 1

Sterling Investment Bond Fund Specific projection rates Series 1 Sterling Investment Bond Fund Specific projection rates Series 1 This document lists the funds available through the Sterling Investment Bond and the fund specific projection rates used in our illustrations.

More information

SP Global : Why Another Capital Ratio?

SP Global : Why Another Capital Ratio? SP Global : Why Another Capital Ratio? Date: 15 December 2016 Nicolas Malaterre Senior Director Mathieu Plait Associate EMEA Financial Services Ratings Copyright 2016 by S&P Global. All rights reserved.

More information

OLD MUTUAL INTERNATIONAL IM

OLD MUTUAL INTERNATIONAL IM s s Year Years 5 Years 208 207 20 205 204 AMC SFC Managed Solutions available in different risk profiles, providing a high level of diversification across multiple asset classes 98570 4 Compass Portfolio

More information

Academy of Funds. Analytics Report. Click below to view our latest. Quarter Talking Withs. Talking Factsheets.

Academy of Funds. Analytics Report. Click below to view our latest. Quarter Talking Withs. Talking Factsheets. Quarter 2 2018 For Professional Clients Only Academy of Funds Analytics Report Click below to view our latest Talking Withs Talking Factsheets @SquareMileICR info@squaremileresearch.com squaremileresearch.com

More information

Global Finance Names The World s Best Private Banks 2019

Global Finance Names The World s Best Private Banks 2019 Global Finance Names The World s Best Private Banks 2019 NEW YORK, October 22, 2018 Global Finance magazine has announced its fourth annual World s Best Private Banks Awards for 2019. A full report on

More information

MC/10/66. Financial Reporting in the Methodist Connexion (Annual Accounts) Basic Information

MC/10/66. Financial Reporting in the Methodist Connexion (Annual Accounts) Basic Information Financial Reporting in the Methodist Connexion (Annual Accounts) MC/10/66 Basic Information Contact Name and Alan Pimlott Connexional Property Secretary 0161236 5194 email Details secretaries@property.methodist.org.uk

More information

GLOBAL CLIMATE INDEX 2017 RATING THE WORLD S INVESTORS ON CLIMATE RELATED FINANCIAL RISK

GLOBAL CLIMATE INDEX 2017 RATING THE WORLD S INVESTORS ON CLIMATE RELATED FINANCIAL RISK GLOBAL CLIMATE INDEX RATING THE WORLD S INVESTORS ON CLIMATE RELATED FINANCIAL RISK LEADER LAGGARD PREFACE The fifth AODP Global Climate 500 Index launches after a year of rapid developments in articulating

More information

I N T ERN AT IONAL B A NKERS A SSOCIA TIO N OF J A P A N

I N T ERN AT IONAL B A NKERS A SSOCIA TIO N OF J A P A N I N T ERN AT IONAL B A NKERS A SSOCIA TIO N OF J A P A N Bank of America Merrill Lynch http://www.japan.ml.com/, http://corp.bankofamerica.com/business/ci Barclays Bank Group http://www.barclays.com, http://www.barclays.co.jp

More information

GBP/SBP Research Initiative. Summary of Investor Survey among GBP/SBP Buy-Side - Members & Observers

GBP/SBP Research Initiative. Summary of Investor Survey among GBP/SBP Buy-Side - Members & Observers GBP/SBP Research Initiative Summary of Investor Survey among GBP/SBP Buy-Side - Members & Observers June 2018 The information in this document has been provided by third-party sources and is intended for

More information

Schedule of Investments November 30, 2017 (Unaudited) Invesco Liquid Assets Portfolio. Commercial Paper 52.14% (a)

Schedule of Investments November 30, 2017 (Unaudited) Invesco Liquid Assets Portfolio. Commercial Paper 52.14% (a) Schedule of Investments November 30, 2017 (Unaudited) Invesco Liquid Assets Portfolio Commercial Paper 52.14% (a) Asset-Backed Securities - Fully Supported 6.04% Bennington Stark Capital Co., LLC (CEP-Societe

More information

State Street Global Advisors Trust Company State Street Short Term Investment Fund Financial Statements December 31, 2017

State Street Global Advisors Trust Company State Street Short Term Investment Fund Financial Statements December 31, 2017 Financial Statements Report of Independent Auditors To the Trustee of We have audited the accompanying financial statements of (the "Fund"), which comprise the statement of assets and liabilities, including

More information

LIPPER FUND AWARDS UNITED KINGDOM WINNER LIST Wednesday, 12 March 2014

LIPPER FUND AWARDS UNITED KINGDOM WINNER LIST Wednesday, 12 March 2014 LIPPER FUND AWARDS 2014 UNITED KINGDOM WINNER LIST Wednesday, 12 March 2014 GROUP AWARD SIZE BEST GROUP COMPANY Bond Large 3 Years AXA Bond Small 3 Years Marlborough Equity Large 3 Years Cazenove Equity

More information

State of Responsible Investment in Canada. Jane Ambachtsheer Partner & Global Head of Responsible Investment Mercer

State of Responsible Investment in Canada. Jane Ambachtsheer Partner & Global Head of Responsible Investment Mercer State of Responsible Investment in Canada Jane Ambachtsheer Partner & Global Head of Responsible Investment Mercer Environmental, social and governance ( ESG ) factors - Investors are scrutinizing Canadian

More information

IPD GLOBAL QUARTERLY PROPERTY FUND INDEX

IPD GLOBAL QUARTERLY PROPERTY FUND INDEX IPD GLOBAL QUARTERLY PROPERTY FUND INDEX Contributing Managers and Funds June 2017 JUNE 2017 CONTRIBUTING MANAGERS AND FUNDS JUNE 2017 Asia Pacific Management House AMP Capital Investors AMP Capital Investors

More information