INTERSECTION OF ESG & QUALITY

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Transcription:

INTERSECTION OF ESG & QUALITY John McCareins, MD Asset Management, APAC

GLOBAL LEADING EXTENSIVE SUSTAINABLE GLOBAL EXPERIENCE IN 3/10 $72 25 INVESTMENT MANAGER MANAGING OF SUSTAINABLE ASSETS CUSTOM UNDER MANAGEMENT INDEX ASSETS ESG FUNDS largest billion years ESG index funds 2

Capture ESG & Financial Sustainability ANNUALISED PERFORMANCE (%) As at September 30, 2017 Unique ESG Integration 18.16 Strategy 16.01 ESG Ratings QUALITY 20.62 Management Efficiency 18.17 16.57 14.71 5.02 4.84 ESG Controversies Profitability Business Involvement Cash Flow Proprietary Quality Screen MRQ YTD 1 Yr Since Incep. NT Quality ESG World Strategy MSCI World 3

John McCareins (not really Barack Obama) What are you waiting for? Phone +852 2918-2948 or email: jm62@ntrs.com Any time, day or night! 4

Important Information Important Notice for Australian / New Zealand Investors The Northern Trust Company holds Australian Financial Services Licence ( AFSL ) No. 314 970 ABN 62 126 279 918. Northern Trust Global Investments Limited ( NTGIL ) is exempt from the requirement to hold an AFSL under the Corporations Act. NTGIL is authorised and regulated by the FCA under UK laws, which differ from Australian laws. The Northern Trust Company of Hong Kong Limited ( TNTCHK ) is exempt from the requirement to hold an AFSL under the Corporations Act. TNTCHK is authorized and regulated by the SFC under Hong Kong laws, which differ from Australian laws. For investors in Australia, this material is directed to and should only be accessed by professional investors within the meaning of the Corporations Act 2001 (Cth) and is not intended for retail clients. For investors in New Zealand, this material is directed to and should only be accessed by registered financial service providers and is not intended for retail clients. This information is intended for purposes of Northern Trust marketing of itself as a provider of the products and services described herein and not to provide any investment recommendations or advice within the meaning of the Department of Labor s Final Fiduciary Rule (29 CFR 2510.3-21). Northern Trust is not undertaking to provide impartial investment advice or give advice in a fiduciary capacity to the recipient of these materials. To the extent that the recipient of these materials has authority to act on behalf of a benefit plan that is subject to Title I of the Employee Retirement Income Security Act of 1974, as amended ( ERISA ), Northern Trust provides information with the understanding that the recipient: (1) is a fiduciary under ERISA with respect to any plan transaction(s) contemplated herein and is responsible for exercising independent judgment in evaluating any such transaction(s); (2) is independent of Northern Trust; (3) is a bank or similarly regulated financial institution, insurance carrier, registered investment adviser, registered broker-dealer, or a plan fiduciary that holds, or has under management or control, total assets of at least $50 million; (4) is capable of evaluating investment risks independently, both in general and with regard to particular transactions and investment strategies. Please advise Northern Trust immediately if any of the foregoing understandings is incorrect. Further, Northern Trust and its affiliates receive fees and other compensation in connection with the products and services described herein as well as for custody, fund administration, transfer agent, investment operations outsourcing and other services rendered to various proprietary and third party investment products and firms that may be the subject of or become associated with the services described herein. Northern Trust Asset Management is composed of Northern Trust Investments, Inc. Northern Trust Global Investments Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors Inc., 50 South Capital Advisors, LLC and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company. 2017 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. 5