Environmental Tracking Low Carbon Indexes reduce carbon risk and automatically improve engagement.

Size: px
Start display at page:

Download "Environmental Tracking Low Carbon Indexes reduce carbon risk and automatically improve engagement."

Transcription

1 The ET Series A SIA L ow P ACIFIC3 Series Environmental Low es reduce carbon risk and automatically improve engagement. The unique public ET ing Series encourages constituent companies to lower emissions and improve the quality and transparency of their reporting. As the ET Low Series re-weights companies according to their, tracking the indexes results in automatic engagement with these companies to lower emissions and improve transparency. ET Tracker Series - Tracks the market as closely as possible while applying the Environmental approach in order to reduce carbon exposure. ET Benchmark Series - A balanced Environmental approach with a carbon exposure reduction equal to the midpoint between the Tracker and Transition. ET Transition Series - Greatest possible reduction in carbon exposure within the constraints of Environmental. ET Fossil Free Series - Available in Tracker, Benchmark and Transition versions for each index. Combines divestment with Environmental to further reduce carbon exposure across all companies once fossil-fuel stocks have been excluded. Fossilfuel stocks are defined as those in the Oil, Gas and Coal sectors in the Sustainable Industry Classification System (SICS ) from SASB. Key Features GHG Protocol Scope 3 (value chain) emissions data included for a complete assessment of carbon risk exposure. Reduces investor exposure to carbon risk by underweighting carbon-intensive companies. Reduces climate change risk by supporting a mechanism to encourage the largest global companies and their supply chains to lower emissions and improve transparency. ET Custom solutions might include sector-neutral weightings or sector-specific indexes tailored to client specific requirements. ET Limited Level39, One Canada Square, Canary Wharf, London, E14 5AB Tel: +44 () info@etindex.com December 215

2 The ET Series L ow GLOBAL 8 Series The different ET Low and Fossil Free options allow investors to select a suitable strategy to fit their risk-return requirements. As demonstrated by the graph below, each option provides a different carbon emissions-intensity reduction and tracking error relative to the conventional market capitalisation index (non-carbon weight-adjusted). Emissions intensity as % of market cap index Market Cap ET Tracker ET Benchmark ET Transition error versus market cap index All ET Low & Fossil Free es are based on the ET ings. The ET ings are a public, fully transparent ranking of the world s largest listed companies according to GHG Protocol Scope 1-3. ET engages with constituent companies on behalf of investors to lower emissions and improve disclose as part of the public ranking process. Visit ETindex.com to view the ET ings online December 215

3 L ow P ACIFIC3 T racker ET Low Tracker reduces the carbon emissions-intensity by 25%. Reduction of 25% FTSE AW Asia Pacific MSCI AC Asia Pacific Performance figures based on total returns. Standard deviation & ratio are and annualised figures. *This represents a conventional free-float market capitalisation non ET Asia Pacific 3 Low Tracker -.73% 16.15% 21.64% 5.12% 3.98% 12.27% 14.41% % 121 Conventional* -1.44% 12.99% 15.47% 4.16% 2.91% 12.23% 14.41% FTSE AW Asia Pacific -1.87% 11.16% 14.33% 3.59% 2.7% 11.99% 14.44% MSCI AC Asia Pacific -2.52% 1.24% 12.86% 3.3% 2.44% 12.8% 14.51% Top 1 Constituent Weights TOYOTA MOTOR 4.28% 4.65% COMMONWEALTH BK.OF 1.96% 2.64% MITSUBISHI UFJ FINL.GP. 1.93% 2.53% SAMSUNG ELECTRONICS 3.12% 2.41% WESTPAC BANKING 1.51% 2.% NIPPON TELG. & TEL. 1.24% 1.71% AUS.AND NZ.BANKING GP. 1.11% 1.56% TAIWAN SEMICON.MNFG. 2.2% 1.53% NATIONAL AUS.BANK 1.7% 1.47% SUMITOMO MITSUI FINL.GP. 1.15% 1.46% Constituent Reweights by ET ET Top 1 Country Weights Japan 58.3% 6.% Australia 13.% 14.6% South Korea 8.6% 7.6% India 7.1% 6.5% Taiwan 6.7% 5.5% Singapore 2.6% 2.3% Thailand 1.3% 1.3% Indonesia.9%.9% Malaysia.6%.7% Philippines.7%.6%

4 L ow P ACIFIC3 B enchmark ET Low Benchmark reduces the carbon emissions-intensity by 47%. Reduction of 47% FTSE AW Asia Pacific MSCI AC Asia Pacific Performance figures based on total returns. Standard deviation & ratio are and annualised figures. *This represents a conventional free-float market capitalisation non ET Asia Pacific 3 Low Benchmark.55% 19.35% 24.63% 6.7% 4.48% 12.15% 14.38% % 15 Conventional* -1.44% 12.99% 15.47% 4.16% 2.91% 12.23% 14.41% FTSE AW Asia Pacific -1.87% 11.16% 14.33% 3.59% 2.7% 11.99% 14.44% MSCI AC Asia Pacific -2.52% 1.24% 12.86% 3.3% 2.44% 12.8% 14.51% Top 1 Constituent Weights TOYOTA MOTOR 4.28% 5.19% COMMONWEALTH BK.OF 1.96% 2.57% MITSUBISHI UFJ FINL.GP. 1.93% 2.48% NIPPON TELG. & TEL. 1.24% 2.19% AUS.AND NZ.BANKING GP. 1.11% 1.99% WESTPAC BANKING 1.51% 1.95% NATIONAL AUS.BANK 1.7% 1.81% SAMSUNG ELECTRONICS 3.12% 1.73% MIZUHO FINL.GP. 1.4% 1.6% SUMITOMO MITSUI FINL.GP. 1.15% 1.45% Constituent Reweights by ET ET Top 1 Country Weights Japan 58.3% 62.6% Australia 13.% 14.9% South Korea 8.6% 6.8% India 7.1% 5.9% Taiwan 6.7% 4.3% Singapore 2.6% 2.1% Thailand 1.3% 1.2% Indonesia.9%.9% Malaysia.6%.6% Philippines.7%.6%

5 L ow P ACIFIC3 T ransition ET Low Transition reduces the carbon emissions-intensity by 63%. Reduction of 63% FTSE AW Asia Pacific MSCI AC Asia Pacific Performance figures based on total returns. Standard deviation & ratio are and annualised figures. *This represents a conventional free-float market capitalisation non ET Asia Pacific 3 Low Transition 1.5% 2.37% 25.61% 6.37% 4.65% 12.14% 14.42% % 9 Conventional* -1.44% 12.99% 15.47% 4.16% 2.91% 12.23% 14.41% FTSE AW Asia Pacific -1.87% 11.16% 14.33% 3.59% 2.7% 11.99% 14.44% MSCI AC Asia Pacific -2.52% 1.24% 12.86% 3.3% 2.44% 12.8% 14.51% Top 1 Constituent Weights TOYOTA MOTOR 4.28% 5.82% COMMONWEALTH BK.OF 1.96% 2.86% MITSUBISHI UFJ FINL.GP. 1.93% 2.76% NIPPON TELG. & TEL. 1.24% 2.37% AUS.AND NZ.BANKING GP. 1.11% 2.18% WESTPAC BANKING 1.51% 2.17% NATIONAL AUS.BANK 1.7% 1.96% MIZUHO FINL.GP. 1.4% 1.75% SUMITOMO MITSUI FINL.GP. 1.15% 1.61% HONDA MOTOR 1.17% 1.58% Constituent Reweights by ET ET Top 1 Country Weights Japan 58.3% 64.3% Australia 13.% 15.9% India 7.1% 5.8% South Korea 8.6% 5.6% Taiwan 6.7% 2.9% Singapore 2.6% 2.1% Thailand 1.3% 1.2% Indonesia.9% 1.% Malaysia.6%.6% Philippines.7%.6%

6 Fossil Free P ACIFIC3 T racker ET Fossil Free Tracker reduces the carbon emissions-intensity by 34%. Reduction of 34% FTSE AW Asia Pacific MSCI AC Asia Pacific Performance figures based on total returns. Standard deviation & ratio are and annualised figures. *This represents a conventional free-float market capitalisation non ET Asia Pacific 3 Fossil Free Tracker -.52% 17.37% 23.64% 5.48% 4.32% 12.3% 14.41% % 115 Conventional* -1.44% 12.99% 15.47% 4.16% 2.91% 12.23% 14.41% FTSE AW Asia Pacific -1.87% 11.16% 14.33% 3.59% 2.7% 11.99% 14.44% MSCI AC Asia Pacific -2.52% 1.24% 12.86% 3.3% 2.44% 12.8% 14.51% Top 1 Constituent Weights TOYOTA MOTOR 4.28% 4.71% COMMONWEALTH BK.OF 1.96% 2.77% MITSUBISHI UFJ FINL.GP. 1.93% 2.66% SAMSUNG ELECTRONICS 3.12% 2.34% WESTPAC BANKING 1.51% 2.1% NIPPON TELG. & TEL. 1.24% 1.79% AUS.AND NZ.BANKING GP. 1.11% 1.64% NATIONAL AUS.BANK 1.7% 1.54% SUMITOMO MITSUI FINL.GP. 1.15% 1.53% TAIWAN SEMICON.MNFG. 2.2% 1.48% Constituent Reweights by ET ET Top 1 Country Weights Japan 58.3% 6.3% Australia 13.% 15.% South Korea 8.6% 7.6% India 7.1% 6.% Taiwan 6.7% 5.4% Singapore 2.6% 2.3% Thailand 1.3% 1.2% Indonesia.9%.9% Malaysia.6%.7% Philippines.7%.6%

7 Fossil Free P ACIFIC3 B enchmark ET Fossil Free Benchmark reduces the carbon emissions-intensity by 43%. Reduction of 43% FTSE AW Asia Pacific MSCI AC Asia Pacific Performance figures based on total returns. Standard deviation & ratio are and annualised figures. *This represents a conventional free-float market capitalisation non ET Asia Pacific 3 Fossil Free Benchmark.2% 18.6% 24.48% 5.85% 4.46% 12.25% 14.44% % 17 Conventional* -1.44% 12.99% 15.47% 4.16% 2.91% 12.23% 14.41% FTSE AW Asia Pacific -1.87% 11.16% 14.33% 3.59% 2.7% 11.99% 14.44% MSCI AC Asia Pacific -2.52% 1.24% 12.86% 3.3% 2.44% 12.8% 14.51% Top 1 Constituent Weights TOYOTA MOTOR 4.28% 5.14% COMMONWEALTH BK.OF 1.96% 2.9% MITSUBISHI UFJ FINL.GP. 1.93% 2.65% WESTPAC BANKING 1.51% 2.9% SAMSUNG ELECTRONICS 3.12% 2.4% NIPPON TELG. & TEL. 1.24% 2.2% AUS.AND NZ.BANKING GP. 1.11% 1.82% NATIONAL AUS.BANK 1.7% 1.73% MIZUHO FINL.GP. 1.4% 1.66% SUMITOMO MITSUI FINL.GP. 1.15% 1.49% Constituent Reweights by ET ET Top 1 Country Weights Japan 58.3% 61.3% Australia 13.% 15.3% South Korea 8.6% 7.3% India 7.1% 5.7% Taiwan 6.7% 4.9% Singapore 2.6% 2.2% Thailand 1.3% 1.2% Indonesia.9%.9% Malaysia.6%.7% Philippines.7%.6%

8 Fossil Free P ACIFIC3 T ransition ET Fossil Free Transition reduces the carbon emissions-intensity by 67%. Reduction of 67% FTSE AW Asia Pacific MSCI AC Asia Pacific Performance figures based on total returns. Standard deviation & ratio are and annualised figures. *This represents a conventional free-float market capitalisation non ET Asia Pacific 3 Fossil Free Transition 1.32% 21.14% 27.12% 6.6% 4.9% 12.14% 14.41% % 86 Conventional* -1.44% 12.99% 15.47% 4.16% 2.91% 12.23% 14.41% FTSE AW Asia Pacific -1.87% 11.16% 14.33% 3.59% 2.7% 11.99% 14.44% MSCI AC Asia Pacific -2.52% 1.24% 12.86% 3.3% 2.44% 12.8% 14.51% Top 1 Constituent Weights TOYOTA MOTOR 4.28% 5.94% COMMONWEALTH BK.OF 1.96% 2.97% MITSUBISHI UFJ FINL.GP. 1.93% 2.82% NIPPON TELG. & TEL. 1.24% 2.46% AUS.AND NZ.BANKING GP. 1.11% 2.26% WESTPAC BANKING 1.51% 2.22% NATIONAL AUS.BANK 1.7% 2.4% MIZUHO FINL.GP. 1.4% 1.82% SUMITOMO MITSUI FINL.GP. 1.15% 1.65% HONDA MOTOR 1.17% 1.62% Constituent Reweights by ET ET Top 1 Country Weights Japan 58.3% 64.5% Australia 13.% 16.2% India 7.1% 5.7% South Korea 8.6% 5.5% Taiwan 6.7% 2.7% Singapore 2.6% 2.1% Thailand 1.3% 1.1% Indonesia.9% 1.% Malaysia.6%.6% Philippines.7%.6%

a. Average annual expense ratios* b. Percentage of all Vanguard funds outperforming the average returns of their peer groups**

a. Average annual expense ratios* b. Percentage of all Vanguard funds outperforming the average returns of their peer groups** IMPORTANT: Investment involves risk, including the loss of principal. Investors are advised to consider their own investment objectives and circumstances in determining the suitability of an investment

More information

FTSE All-World ex Fossil Fuels Index Series

FTSE All-World ex Fossil Fuels Index Series FTSE FACTSHEET FTSE All-World ex Fossil Fuels Index Series Data as at: 31 August 2015 bmktitle1 Market participants are increasingly looking to manage carbon exposure in their investments, and reduce write-off

More information

PRODUCT KEY FACTS Samsung TOPIX Daily (2x) Leveraged Product

PRODUCT KEY FACTS Samsung TOPIX Daily (2x) Leveraged Product Issuer: Samsung Asset Management (Hong Kong) Limited 三 星 資 產 運 用 ( 香 港 ) 有 限 公 司 PRODUCT KEY FACTS Samsung TOPIX Daily (2x) Leveraged Product 24 June 2016 This is a leveraged product. It is different from

More information

CONSIDERATIONS WHEN CONSTRUCTING A FOREIGN PORTFOLIO: AN ANALYSIS OF ADRs VS ORDINARIES

CONSIDERATIONS WHEN CONSTRUCTING A FOREIGN PORTFOLIO: AN ANALYSIS OF ADRs VS ORDINARIES THE APERIO DIFFERENCE. Authors Michael Branch, CFA Ran Leshem CONSIDERATIONS WHEN CONSTRUCTING A FOREIGN PORTFOLIO: AN ANALYSIS OF ADRs VS ORDINARIES U.S. investors can capture international equity exposure

More information

Overview of Asian Insurance Markets

Overview of Asian Insurance Markets Overview of Asian Insurance Markets Simon Walpole Session Number: TPS2 Joint IACA, IAAHS and PBSS Colloquium in Hong Kong www.actuaries.org/hongkong2012/ Market Ranking in Asia Notes: 1. Colored boxes

More information

DAIWA ASSET MANAGEMENT TO LAUNCH SINGAPORE S FIRST SHARIAH-COMPLIANT ETF ON SGX

DAIWA ASSET MANAGEMENT TO LAUNCH SINGAPORE S FIRST SHARIAH-COMPLIANT ETF ON SGX NEWS RELEASE DAIWA ASSET MANAGEMENT TO LAUNCH SINGAPORE S FIRST SHARIAH-COMPLIANT ETF ON SGX Daiwa FTSE Shariah Japan 100 will be Daiwa Asset Management s first ETF on the Exchange Singapore, 26 May 2008

More information

ANNEX TABLES Table 1. Revenue by ICT Type Revenue * Share to Total Revenues Growth Rate ICT Type 2004 2005 2004 2005 (in percent)

ANNEX TABLES Table 1. Revenue by ICT Type Revenue * Share to Total Revenues Growth Rate ICT Type 2004 2005 2004 2005 (in percent) ANNEX TABLES Table 1. Revenue by Revenue * Share to Revenues 2004 2005 2004 2005 Contact Centers 32,904.1 54,295.1 44.4 49.4 65.0 Medical Transcription 236.7 466.2 0.3 0.4 97.0 Animation 694.2 939.1 0.9

More information

Trade Credit Insurance. Global Trade

Trade Credit Insurance. Global Trade Trade Credit Insurance Global Trade Credit Solutions Contents ACE Trade Credit insurance: vital protection against non-payment 03 Who would benefit from ACE Trade Credit insurance? 04 Features of your

More information

BMO Global Asset Management (Asia) Limited 11 February 2016

BMO Global Asset Management (Asia) Limited 11 February 2016 Product Key Facts BMO MSCI JAPAN HEDGED TO USD ETF BMO Global Asset Management (Asia) Limited 11 February 2016 Quick facts This is an exchange traded fund. This statement provides you with key information

More information

FTSE Global Small Cap Index

FTSE Global Small Cap Index FTSE FACTSHEET FTSE Global Small Cap Index bmktitle1 The FTSE Global Small Cap Index is derived from FTSE's flagship Global Equity Series universe, which comprises around 7,000 securities worldwide, giving

More information

IOOF QuantPlus. International Equities Portfolio NZD. Quarterly update

IOOF QuantPlus. International Equities Portfolio NZD. Quarterly update IOOF QuantPlus NZD Quarterly update For the period ended 31 March 2016 Contents Overview 2 Portfolio at glance 3 Performance 4 Asset allocation 6 Overview At IOOF, we have been helping Australians secure

More information

This is a licensed product of Ken Research and should not be copied

This is a licensed product of Ken Research and should not be copied 1 TABLE OF CONTENTS 1. Asia-Pacific Insurance Industry 1.1. Industry Introduction 1.2. Asia-Pacific Insurance Market Size by Direct Written Premium, 2005-2012P 1.3. Asia-Pacific Insurance Market Segmentation

More information

SMBC in Infrastructure Finance

SMBC in Infrastructure Finance SMBC in Infrastructure Finance Overview of PT Indonesia Infrastructure Finance Rajeev Kannan General Manager, Project & Export Finance Department Sumitomo Mitsui Banking Corporation Member of Board of

More information

GLOBAL EQUITY GROWTH PORTFOLIO April 2015

GLOBAL EQUITY GROWTH PORTFOLIO April 2015 GLOBAL EQUITY GROWTH PORTFOLIO April 2015 PORTFOLIO COMMENTARY During the first quarter of 2015, global equity markets experienced mixed performances, with a number of key factors influencing the characteristics

More information

J.D. Power Asia Pacific Reports: Customer Retention Improves as Satisfaction with Claims Handling Increases

J.D. Power Asia Pacific Reports: Customer Retention Improves as Satisfaction with Claims Handling Increases J.D. Power Asia Pacific Reports: Customer Retention Improves as Satisfaction with Claims Handling Increases Sony Life Insurance Ranks Highest in Customer Satisfaction With both Life Support Insurance and

More information

The Scientific Beta Report

The Scientific Beta Report The Scientific Beta Report SCIU United States SCID Europe SCIX Asia ex-japan SCIJ Japan Don t just be smart. Be Scientific. OVERVIEW The ETFs are a family of funds that provide core equity exposure to

More information

INTERNATIONAL LISTED REAL ESTATE

INTERNATIONAL LISTED REAL ESTATE INTERNATIONAL LISTED REAL ESTATE INVESTMENT OPPORTUNITIES ABROAD COMPLIMENT A U.S. PROPERTY ALLOCATION JULY 2015 Exposure to Institutional Quality Commercial Real Estate Listed real estate offers investors

More information

ASIAN PORTFOLIO INVESTMENT ADVISORY

ASIAN PORTFOLIO INVESTMENT ADVISORY ASIAN PORTFOLIO INVESTMENT ADVISORY This Asian Portfolio Investment Advisory service is set up to assist international financial advisory and planning organizations to create dedicated Asian investment

More information

PLATINUM INTERNATIONAL FUND ARSN 089 528 30

PLATINUM INTERNATIONAL FUND ARSN 089 528 30 PLATINUM INTERNATIONAL FUND ARSN 089 528 30 Portfolio Value $9.69 bn Entry fee Nil Fund commenced 30 April 1995 Exit fee Nil Minimum investment A$20,000 or NZ$25,000 Management Expense Ratio/ 1.54% per

More information

Mirae Asset Global Investments (Hong Kong) Limited

Mirae Asset Global Investments (Hong Kong) Limited PRODUCT KEY FACTS Horizons Exchange Traded Funds Series- 21 January 2016 This is an exchange traded fund. This statement provides you with key information about this product. This statement is a part of

More information

This study concludes that Asian investors would benefit from greater global diversification.

This study concludes that Asian investors would benefit from greater global diversification. The buck role of stops global here: Vanguard equities for money Asian market investors funds Vanguard research November 2014 Scott Pappas, Ryan Rich This study concludes that Asian investors would benefit

More information

Global Student Mobility 2025 Forecasts of the Global Demand for Pathways to Higher Education in the Schools, VET and ELICOS sectors

Global Student Mobility 2025 Forecasts of the Global Demand for Pathways to Higher Education in the Schools, VET and ELICOS sectors Global Student Mobility 2025 Forecasts of the Global Demand for Pathways to Higher Education in the Schools, VET and ELICOS sectors Andrew Hewett IDP Education Australia Agenda and Key Issues Pathways

More information

DOMINION GLOBALIZATION WORKSHOP

DOMINION GLOBALIZATION WORKSHOP DOMINION GLOBALIZATION WORKSHOP Financial Sector Dennis Encarnation Harvard University For more information, please contact me at www.encarnation.com SERVICES Financial Services & Capital Markets Topics:

More information

China Minsheng Bank wins the award for Best China Small Business Trade Finance Bank for 2013

China Minsheng Bank wins the award for Best China Small Business Trade Finance Bank for 2013 T.A.B. International Pte Ltd 10, Hoe Chiang Road, #14-06 Keppel Tower, Singapore 089315 Tel: (65) 6236 6520 Fax: (65) 6236 6530 www.theasianbanker.com Press Release FOR IMMEDIATE RELEASE China Minsheng

More information

Energy Prices, Climate Change Policy and U.S. Economic Growth

Energy Prices, Climate Change Policy and U.S. Economic Growth Energy Prices, Climate Change Policy and U.S. Economic Growth Prepared for: Southern Growth Policies Board Annual Conference Biloxi, Mississippi June 8, 2009 By: Dr. Margo Thorning, Ph.D. Senior Vice President

More information

Annex 5A Trends in international carbon dioxide emissions

Annex 5A Trends in international carbon dioxide emissions Annex 5A Trends in international carbon dioxide emissions 5A.1 A global effort will be needed to reduce greenhouse gas emissions and to arrest climate change. The Intergovernmental Panel on Climate Change

More information

Emerging Market Volatility

Emerging Market Volatility EGA Wealth Management Expert Series Emerging Market Volatility Remedies for the Chronically Underweight Wealth managers often contemplate aligning emerging market (EM) allocations with global market capitalization

More information

Monthly Return on Movement of Open-ended Collective Investment Scheme listed under Chapter 20 of the Exchange Listing Rules

Monthly Return on Movement of Open-ended Collective Investment Scheme listed under Chapter 20 of the Exchange Listing Rules For the month ended : 30/11/2011 Lyxor ETF FTSE RAFI US 1000 Stock Code: 2803 Balance at close of preceding month: 797,000 797,000 Repurchase/cancellation: Balance at close of the month: 797,000 797,000

More information

Carbon Matters. A Review of Listed Companies Carbon Disclosure and Performance in Hong Kong

Carbon Matters. A Review of Listed Companies Carbon Disclosure and Performance in Hong Kong Carbon Matters A Review of Listed Companies Carbon Disclosure and Performance in Hong Kong July 2015 Acknowledgment Trucost would like to thank the following for their contribution to this research: British

More information

SEI Japan Equity Fund As at 30th June, 2009

SEI Japan Equity Fund As at 30th June, 2009 Benchmark TOPIX Base Currency JPY Currencies Available EUR, GBP Fund Complex SEI Global Assets Fund PLC SEI Japan Equity Fund As at 30th June, 2009 SEI MANAGER OF MANAGERS PHILOSOPHY SEI employs a sophisticated

More information

J.D. Power Asia Pacific Reports: Insurance Agents Are Becoming the Main Purchase Channel for Obtaining Medical Benefit Insurance

J.D. Power Asia Pacific Reports: Insurance Agents Are Becoming the Main Purchase Channel for Obtaining Medical Benefit Insurance J.D. Power Asia Pacific Reports: Insurance Agents Are Becoming the Main Purchase Channel for Obtaining Medical Benefit Insurance The Prudential Life Insurance Ranks Highest in Satisfaction with the Purchasing

More information

Category Definitions

Category Definitions Category Definitions Thailand Morningstar Methodology Paper October 2014 Introduction The Morningstar Categories for funds in the Thailand universe were first established in the year 2009 to help investors

More information

Nordea Asset Management. Our Approach on Climate Change

Nordea Asset Management. Our Approach on Climate Change Nordea Asset Management Our Approach on Climate Change Introduction Scientific fact base The Intergovernmental Panel on Climate Change (IPCC) Fifth Assessment Report concludes that Climate change and

More information

Search Engine Optimization Case Study - Focus-suites.com

Search Engine Optimization Case Study - Focus-suites.com Search Engine Optimization Case Study - Focus-suites.com The Challenges: Background: FSPL is Asia's Largest Qualitative Research Solutions Provider with State of the Art Focus Group Suites across major

More information

HSBC Exchange Traded Funds

HSBC Exchange Traded Funds HSBC Exchange Traded Funds Factsheet Book May 2014 For UK Professional Clients Only Content Developed Markets Regional Exposure HSBC MSCI PACIFIC EX JAPAN UCITS ETF 1 HSBC MSCI EUROPE UCITS ETF 3 HSBC

More information

FTSE Emerging Cyclical and Defensive Indices

FTSE Emerging Cyclical and Defensive Indices FTSE FACTSHEET FTSE Emerging Cyclical and Defensive Indices Data as at: 31 May 2016 bmktitle1 The FTSE Cyclical and Defensive Index Series aims to offer contrasting degrees of sensitivity to the economic

More information

Incorporating Environmental, Social, and Governance (ESG) into the Investment Process

Incorporating Environmental, Social, and Governance (ESG) into the Investment Process August 212 Incorporating Environmental, Social, and Governance (ESG) into the Investment Process Jeffrey A. Urbina, CFA, Partner Portfolio Manager The UN Principles of Responsible Investing Aspirational

More information

Axioma Risk Monitor Global Developed Markets 29 June 2016

Axioma Risk Monitor Global Developed Markets 29 June 2016 Axioma Risk Monitor Global Developed Markets 29 June 2016 1. Global volatility hotspots 2. Global correlation hotspots www.axioma.com Greater than 1% rise over last week Greater than 1% fall over last

More information

THE RELATIONSHIP BETWEEN MSCI EMERGING MARKETS INDEX, mini MSCI EMERGING MARKETS INDEX FUTURES AND THE ishares MSCI EMERGING MARKETS ETF

THE RELATIONSHIP BETWEEN MSCI EMERGING MARKETS INDEX, mini MSCI EMERGING MARKETS INDEX FUTURES AND THE ishares MSCI EMERGING MARKETS ETF WHITE PAPER THE RELATIONSHIP BETWEEN MSCI EMERGING MARKETS INDEX, mini MSCI EMERGING MARKETS INDEX FUTURES AND THE ishares MSCI EMERGING MARKETS ETF Sponsored by Table of Contents Executive Summary 1 What

More information

Fact Sheet. Dow Jones Sustainability TM World Enlarged Index ex Alcohol, Tobacco, Gambling, Armaments & Firearms and Adult Entertainment

Fact Sheet. Dow Jones Sustainability TM World Enlarged Index ex Alcohol, Tobacco, Gambling, Armaments & Firearms and Adult Entertainment Dow Jones Sustainability TM World Enlarged Index ex Alcohol, Tobacco, Gambling, Armaments & Firearms and Adult Stated Objective The Dow Jones Sustainability TM World Enlarged Index ex Alcohol, Tobacco,

More information

Foreign Taxes Paid and Foreign Source Income INTECH Global Income Managed Volatility Fund

Foreign Taxes Paid and Foreign Source Income INTECH Global Income Managed Volatility Fund Income INTECH Global Income Managed Volatility Fund Australia 0.0066 0.0375 Austria 0.0045 0.0014 Belgium 0.0461 0.0138 Bermuda 0.0000 0.0059 Canada 0.0919 0.0275 Cayman Islands 0.0000 0.0044 China 0.0000

More information

ICT Development Index (IDI)

ICT Development Index (IDI) ITU Regional Forum and Training Workshop on Telecommunication/ICT Indicators: Measuring the Information Society and ITU ASEAN Meeting on Establishing National ICT Statistics Portals and Measuring ASEAN

More information

JBIC s Business Model for Supporting Kyoto Mechanism Projects

JBIC s Business Model for Supporting Kyoto Mechanism Projects CLIMATE CHANGE AS A BUSSINESS OPPORTUNITY December 2007 JBIC s Business Model for Supporting Kyoto Mechanism Projects Takanori Satake Senior Representative in Jakarta Japan Bank for International Cooperation

More information

Benchmarking Travel & Tourism Global Summary

Benchmarking Travel & Tourism Global Summary Benchmarking Travel & Tourism Global Summary How does Travel & Tourism compare to other sectors? Sponsored by: Summary of Findings, November 2013 Outline Introduction... 3 Summary of research structure..

More information

Building capacity for IEE services in developing and emerging economies

Building capacity for IEE services in developing and emerging economies UNIDO Industrial Energy Efficiency Programme Building capacity for IEE services in developing and emerging economies Presented by: Aimee McKane 1 and Marco Matteini 2 12-13 November 2009 Farmleigh House,

More information

Insurance Overview. Dan Bardin Prudential Corporation Asia November 2004

Insurance Overview. Dan Bardin Prudential Corporation Asia November 2004 Insurance Overview Dan Bardin Prudential Corporation Asia November 2004 Introduction Since our last meeting 4 Years Of continued growth for Prudential Corporation Asia Of strengthening our position in

More information

Fidelity Far East Fund

Fidelity Far East Fund Fidelity Far East Fund nnual Management Report of Fund Performance March 31, 2016 Caution Regarding Forward-looking Statements Certain portions of this report, including, but not limited to, Results of

More information

OCTOBER 2010. Russell-Parametric Cross-Sectional Volatility (CrossVol ) Indexes Construction and Methodology

OCTOBER 2010. Russell-Parametric Cross-Sectional Volatility (CrossVol ) Indexes Construction and Methodology OCTOBER 2010 Russell-Parametric Cross-Sectional Volatility (CrossVol ) Indexes Construction and Methodology SEPTEMBER 2010 Russell-Parametric Cross-Sectional Volatility (CrossVol) Indexes Construction

More information

Dow Jones Asia/Pacific Total Stock Market Indices

Dow Jones Asia/Pacific Total Stock Market Indices Dow Jones Asia/Pacific Total Stock Market Indices Dow Jones Asia/Pacific Total Stock Market Index Stated Objective To provide a comprehensive measure of equity securities traded in the Asia/Pacific region.

More information

Global Investing 2013 Morningstar. All Rights Reserved. 3/1/2013

Global Investing 2013 Morningstar. All Rights Reserved. 3/1/2013 Global Investing 2013 Morningstar. All Rights Reserved. 3/1/2013 World Stock Market Capitalization Year-end 2012 18.5% 9.6% United States International: Other Europe United Kingdom Japan Other Pacific

More information

PLATINUM INTERNATIONAL FUND ARSN 089 528 307

PLATINUM INTERNATIONAL FUND ARSN 089 528 307 PLATINUM INTERNATIONAL FUND ARSN 089 528 307 Portfolio Value $9.71 bn Entry fee Nil Fund commenced 30 April 1995 Exit fee Nil Unit valuation Sydney Business Day Brokerage paid Nil Unit prices App - 2.0316

More information

Seeking a More Efficient Fixed Income Portfolio with Asia Bonds

Seeking a More Efficient Fixed Income Portfolio with Asia Bonds Seeking a More Efficient Fixed Income Portfolio with Asia s Seeking a More Efficient Fixed Income Portfolio with Asia s Drawing upon different drivers for performance, Asia fixed income may improve risk-return

More information

FTSE Announces the Results of the Market Consultation on Minimum Free Float Requirement for the FTSE UK Index Series

FTSE Announces the Results of the Market Consultation on Minimum Free Float Requirement for the FTSE UK Index Series Media Information FTSE Announces the Results of the Market Consultation on Minimum Free Float Requirement for the FTSE UK Index Series London, 14 December 2011: FTSE Group ( FTSE ), the award winning global

More information

Fidelity AsiaStar Fund

Fidelity AsiaStar Fund Fidelity siastar Fund nnual Management Report of Fund Performance March 31, 2016 Caution Regarding Forward-looking Statements Certain portions of this report, including, but not limited to, Results of

More information

ISO 50001 Energy Management Standard Opportunities and Challenges

ISO 50001 Energy Management Standard Opportunities and Challenges ISO 50001 Energy Management Standard Opportunities and Challenges Presented by: Marco Matteini UNIDO Industrial Energy Efficiency Unit Hotel Ickale, Ankara, Turkey Tuesday, 18 May 2010 1 Presentation Outline

More information

FACT SHEET Global Direct Selling

FACT SHEET Global Direct Selling Global 2011 Global Retail Sales: USD $153,727 million Global Sales Force The 91.5 million Direct Sellers who represent companies around the world are: 3 2 16% 9% 2% 3% 2% 3% 2% 3% Care 42% 2% 56% 3% 2

More information

ETF. Exchange Traded Funds: simple products, sophisticated strategies

ETF. Exchange Traded Funds: simple products, sophisticated strategies ETF Exchange Traded Funds: simple products, sophisticated strategies ETF Exchange Traded Funds ETFs have become successful for Italian investors because of their fundamental characteristics simplicity,

More information

Dow Jones Titans Indices Methodology

Dow Jones Titans Indices Methodology Dow Jones Titans Indices Methodology S&P Dow Jones Indices: Index Methodology May 2016 Table of Contents Introduction 3 Highlights and Index Family 3 Eligibility Criteria and Index Construction 5 Dow Jones

More information

FTSE Emerging Markets Index Futures

FTSE Emerging Markets Index Futures FTSE Emerging Markets Index Futures COLOMBIA MALAYSIA HUNGARY TURKEY POLAND MEXICO CHILE BRAZIL RUSSIA TAIWAN CHINA INDONESIA PERU EGYPT PAKISTAN THAILAND INDIA SOUTH AFRICA The most EM assets under management:

More information

Climate Change and. Environment Position. Statement. and 2017 Action Plan. action. Statement. Action Plan. September 2014

Climate Change and. Environment Position. Statement. and 2017 Action Plan. action. Statement. Action Plan. September 2014 1 action September 2014 Westpac Group has a long-standing commitment to operating sustainably. 3 Helping future generations For us, this is about helping future generations live better lives in a healthy

More information

Your advisor worth more than 1%?

Your advisor worth more than 1%? Your advisor worth more than 1%? APRIL 2016 Q: What will I get for the fee I m paying? Saving for retirement. Sending a child to college. Buying your dream home. Achieving these goals may take more than

More information

Global Sector. How does Travel & Tourism compare to other sectors? GDP. Global Direct GDP. Global GDP Impact by Industry

Global Sector. How does Travel & Tourism compare to other sectors? GDP. Global Direct GDP. Global GDP Impact by Industry Global Sector Agriculture Automotive Banking Chemicals Communications Education Financial Mining Other Service Manufacturing Manufacturing Services Exports Retail (without wholesale) Total Economy Travel

More information

Global Pension Assets Study 2016. 2016 Willis Towers Watson. All rights reserved.

Global Pension Assets Study 2016. 2016 Willis Towers Watson. All rights reserved. Global Pension Assets Study 2016 2016 Willis Towers Watson. All rights reserved. Global Pension Assets Study 2016 Executive Summary 2 Global Pension Assets Study 2016 Survey Coverage P19 P7 The study covers

More information

www.nextstepaustralia.com Banking

www.nextstepaustralia.com Banking www.nextstepaustralia.com Banking Banking Organising your finances will be one of your first priorities when relocating to Australia. In order to make your move as smooth as possible you can open an Australian

More information

DJSI 2015 Review Results. September 2015

DJSI 2015 Review Results. September 2015 DJSI 2015 Review Results September 2015 Content Key Facts Assessment 2015 Overview of global and regional review results Additional Resources 2 Key Facts Dow Jones Sustainability Indices (DJSI) Overview

More information

Platinum Int'l Fund ARSN 089 528 307 31 December 2014

Platinum Int'l Fund ARSN 089 528 307 31 December 2014 Platinum Int'l Fund ARSN 089 528 307 31 December 2014 $10.77 bn 0 April 1995 App - 2.1189 Red - 2.1083 1 month 2.85 2.28 3 months 5.16 7.37 6 months 8.93 13.14 Calendar year to date 7.78 13.87 1 year 7.78

More information

Category Definitions. Europe/Asia and South Africa Morningstar Methodology Paper April 2015. Ver 8.7

Category Definitions. Europe/Asia and South Africa Morningstar Methodology Paper April 2015. Ver 8.7 Category Definitions Europe/Asia and South Africa Morningstar Methodology Paper April 2015 Ver 8.7 Contents 1 2 26 34 48 49 53 58 60 61 62 75 Introduction Equity 20 Sector Equity 24 Property Indirect Allocation

More information

2. The date of intended implementation of the proposed amendments is ten business days following the filing of this submission.

2. The date of intended implementation of the proposed amendments is ten business days following the filing of this submission. BGC Derivative Markets, L.P Amended Contract Specifications 2015-07 June 2, 2015 1. The text of the proposed amendments to the BGC Derivative Markets, L.P. ( BGC ) SEF Contract Specifications, incorporated

More information

Performance 2013: Global Stock Markets

Performance 2013: Global Stock Markets Performance 213: Global Stock Markets January 4, 214 Dr. Edward Yardeni 16-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box Table Of

More information

J.D. Power Asia Pacific Reports: Improved Customer Satisfaction with Direct-Type Insurers Has Not Led to Increased Loyalty

J.D. Power Asia Pacific Reports: Improved Customer Satisfaction with Direct-Type Insurers Has Not Led to Increased Loyalty Reports: Improved Customer Satisfaction with Direct-Type Insurers Has Not Led to Increased Loyalty AIU Insurance Company and Saison Automobile and Fire Insurance Rank Highest in Their Respective Segments

More information

Strategy Insights. Moving toward an all-market approach to investing in China

Strategy Insights. Moving toward an all-market approach to investing in China Strategy Insights Moving toward an all-market approach to investing in China As China transitions from an economy that is driven by manufacturing to one led by its consumers, we are seeing the Chinese

More information

London, 10 November 2015

London, 10 November 2015 London, 10 November 2015 The start of a new energy era? 2015 has seen lower prices for all fossil fuels Oil & gas could face second year of falling upstream investment in 2016 Coal prices remain at rock-bottom

More information

Sustainable Solutions. Switch to future thinking

Sustainable Solutions. Switch to future thinking Switch to future thinking Increased global competition, rapid advances in technology, risks from natural disasters, resource shortages today s business leaders must adapt to operating in a changing world,

More information

Investment strategies incorporating environmental operational risk assessment data: CLEAR Info case studies for active and passive investors

Investment strategies incorporating environmental operational risk assessment data: CLEAR Info case studies for active and passive investors Investment strategies incorporating environmental operational risk assessment data: summary CLEAR Info is a project that aims to demonstrate a system for integrating company and site level environmental

More information

Responding to the Call for Fossil-fuel Free Portfolios

Responding to the Call for Fossil-fuel Free Portfolios FAQ Updated Responding to the Call for Fossil-fuel Free Portfolios What is fossil-free investing? Students, faculty and elected officials are asking college endowments and municipal and state pension funds

More information

Category Definitions. Europe/Asia and South Africa Morningstar Methodology Paper October 2014. Ver8.4

Category Definitions. Europe/Asia and South Africa Morningstar Methodology Paper October 2014. Ver8.4 Category Definitions Europe/Asia and South Africa Morningstar Methodology Paper October 2014 Ver8.4 Contents 1 2 26 33 46 47 51 56 58 59 60 73 Introduction Equity 20 Sector Equity 24 Property Indirect

More information

THIS DOCUMENT IS IMPORTANT AND REQUIRES YOUR IMMEDIATE ATTENTION. IF IN DOUBT, PLEASE SEEK PROFESSIONAL ADVICE.

THIS DOCUMENT IS IMPORTANT AND REQUIRES YOUR IMMEDIATE ATTENTION. IF IN DOUBT, PLEASE SEEK PROFESSIONAL ADVICE. Fidelity Funds Société d Investissement à Capital Variable 2a, Rue Albert Borschette B.P. 2174 L-1021 Luxembourg R.C.S. B34036 Tél: +352 250 404 (1) Fax: +352 26 38 39 38 THIS DOCUMENT IS IMPORTANT AND

More information

MERCER S COMPENSATION ANALYSIS AND REVIEW SYSTEM AN ONLINE TOOL DESIGNED TO TAKE THE WORK OUT OF YOUR COMPENSATION REVIEW PROCESS

MERCER S COMPENSATION ANALYSIS AND REVIEW SYSTEM AN ONLINE TOOL DESIGNED TO TAKE THE WORK OUT OF YOUR COMPENSATION REVIEW PROCESS MERCER S COMPENSATION ANALYSIS AND REVIEW SYSTEM AN ONLINE TOOL DESIGNED TO TAKE THE WORK OUT OF YOUR COMPENSATION REVIEW PROCESS MERCER S COMPENSATION ANALYSIS AND REVIEW SYSTEM www.imercer.com/cars Mercer

More information

Cisco Connect Rewards Program

Cisco Connect Rewards Program Cisco Connect Rewards Program STEP-BY-STEP GUIDE FOR PARTNERS & PARTNERS PRINCIPAL TO JOIN CISCO CONNECT REWARDS PROGRAM YOU are invited to join Cisco Connect Rewards program! It is an incredible sales

More information

BI FOCUS DAY ASIA LIFE INSURANCE

BI FOCUS DAY ASIA LIFE INSURANCE BI FOCUS DAY ASIA LIFE INSURANCE STEVEN LAM BLOOMBERG INDUSTRIES ANALYST SLAM122@BLOOMBERG.NET BI , BI LIFEA APR // 15 // 2014 TABLE OF CONTENTS 2 TOPIC: Life Insurers in Developed Japan and Developing

More information

Research & Analytics. Low and Minimum Volatility Indices

Research & Analytics. Low and Minimum Volatility Indices Research & Analytics Low and Minimum Volatility Indices Contents 1. Introduction 2. Alternative Approaches 3. Risk Weighted Indices 4. Low Volatility Indices 5. FTSE s Approach to Minimum Variance 6. Methodology

More information

INVESTING IN ASIA: VALUE MATTERS

INVESTING IN ASIA: VALUE MATTERS MARKET INSIGHTS INVESTING IN ASIA: VALUE MATTERS OCTOBER 2015 ROADMAP Asia is an attractively valued investment destination. How did Asia get here? How should long-term investors gain exposure to Asia?

More information

Three new stock ETFs for greater global diversification

Three new stock ETFs for greater global diversification Three new stock ETFs for greater global diversification Canadian stocks account for less than 4% of publicly traded companies global market value. Investors in Canada, however, allocate 59% of their stock

More information

INTERNATIONAL SECURITIES TRADING NOW YOU CAN INVEST ACROSS THE WORLD

INTERNATIONAL SECURITIES TRADING NOW YOU CAN INVEST ACROSS THE WORLD INTERNATIONAL SECURITIES TRADING NOW YOU CAN INVEST ACROSS THE WORLD YOU ARE WHAT YOU DO INTERNATIONAL SECURITIES TRADING III CONTENTS CONTENTS Welcome Welcome 1 2 Trade international securities with

More information

Research & Corporate Development DERIVATIVES MARKET TRANSACTION SURVEY 2009/10

Research & Corporate Development DERIVATIVES MARKET TRANSACTION SURVEY 2009/10 Research & Corporate Development DERIVATIVES MARKET TRANSACTION SURVEY 2009/10 November 2010 CONTENTS Page 1. Introduction...1 2. Key findings... 3 3. Figures and tables... 7 3.1 Distribution of trading

More information

Russia. How does Travel & Tourism compare to other sectors? GDP. Size. Share. Russia GDP Impact by Industry. Russia GDP Impact by Industry

Russia. How does Travel & Tourism compare to other sectors? GDP. Size. Share. Russia GDP Impact by Industry. Russia GDP Impact by Industry Russia Izmaylovo Kremlin in Moscow Agriculture Automotive Manufacturing Banking Chemicals Manufacturing Communications Education Financial Services Mining Other Service Exports Retail (without wholesale)

More information

Australia s position in global and bilateral foreign direct investment

Australia s position in global and bilateral foreign direct investment Australia s position in global and bilateral foreign direct investment At the end of 213, Australia was the destination for US$592 billion of global inwards foreign direct investment (FDI), representing

More information

Dow Jones Titans Indices Methodology

Dow Jones Titans Indices Methodology Dow Jones Titans Indices Methodology March 2014 S&P Dow Jones Indices: Index Methodology Table of Contents Introduction 4 Highlights and Index Family 4 Eligibility Criteria and Index Construction 7 Dow

More information

Nationwide Group Personal Pension Arrangement Fund descriptions, their charges and risk warnings

Nationwide Group Personal Pension Arrangement Fund descriptions, their charges and risk warnings Nationwide Group Personal Pension Arrangement Fund descriptions, their charges and risk warnings This document was produced in May 2015 and is accurate at that date. When reviewing your fund choices you

More information

B-to-B Demand Generation Programs in Asia Pacific: What Works, What Doesn't -- Lessons Learned from Novell

B-to-B Demand Generation Programs in Asia Pacific: What Works, What Doesn't -- Lessons Learned from Novell B-to-B Demand Generation Programs in Asia Pacific: What Works, What Doesn't -- Lessons Learned from Novell David Bebko, VP Marketing Strategy & Planning Novell Inc. Tuesday, October 30, 2007 Approach Asia

More information

Understanding emerging

Understanding emerging Understanding emerging market equity While the emerging markets (EMs) theme seems to come in and out of fashion every few years, the thesis for taking advantage of the long-term, yet volatile growth that

More information

Commodities Awareness Programme. Asia. Maycroft

Commodities Awareness Programme. Asia. Maycroft Commodities Awareness Programme Asia Maycroft Training objectives The target audience for this training are the marketing or sales people of the bank. These people have direct contact with (potential)

More information

Australia s outbound tourism statistics

Australia s outbound tourism statistics What is outbound tourism? Scope of outbound tourism: Short-term visitor departures who travel overseas for less than 12 months Statistics relate to the number of movements of travellers rather than the

More information

Classifying South Korea as a Developed Market

Classifying South Korea as a Developed Market WHITE PAPER REPORT FTSE PUBLICATIONS Classifying South Korea as a Developed Market JANUARY 2013 Christopher Woods Managing Director, Governance & Policy, FTSE The success of FTSE s market indices is founded

More information

International Securities Trading now you can invest across the world

International Securities Trading now you can invest across the world International Securities Trading now you can invest across the world INTERNATIONAL SECURITIES TRADING iii CONTENTS Welcome 2 Trade international securities with CommSec and Pershing 2 International trading

More information

Australia s inbound tourism statistics

Australia s inbound tourism statistics What is inbound tourism? Scope of inbound tourism: Short-term visitor arrivals are defined as overseas visitors who intend to stay in Australia for less than 12 months Statistics relate to the number of

More information

AAPBS. Association of Asia-Pacific Business Schools. www.aapbs.org

AAPBS. Association of Asia-Pacific Business Schools. www.aapbs.org AAPBS Association of Asia-Pacific Business Schools www.aapbs.org Welcome to the world of Asia-Pacific business education MESSAGE FROM THE PRESIDENT To our Academic, and Executive colleagues: Globalization

More information

World Energy Outlook 2007: China and India Insights. www.worldenergyoutlook.org International Energy Agency

World Energy Outlook 2007: China and India Insights. www.worldenergyoutlook.org International Energy Agency World Energy Outlook 27: China and India Insights www.worldenergyoutlook.org International Energy Agency Why Focus on China & India? Increase in World Primary Energy Demand, Imports & Energy-Related CO

More information

EXCHANGE TRADED FUNDS. Roberto Juanchito T. Dispo, President May 23, 2013

EXCHANGE TRADED FUNDS. Roberto Juanchito T. Dispo, President May 23, 2013 EXCHANGE TRADED FUNDS Roberto Juanchito T. Dispo, President May 23, 2013 1 AGENDA Introduction to ETFs o What are ETFs? o Comparison: ETFs vs Mutual Funds o Global Performance of the ETFs o Key Selling

More information

EMERGING TRENDS IN HR AND RECRUITMENT SERVICES Martin Nicholls

EMERGING TRENDS IN HR AND RECRUITMENT SERVICES Martin Nicholls EMERGING TRENDS IN HR AND RECRUITMENT SERVICES Martin Nicholls WHO IS KELLY? Since 1946, Kelly has grown to be a global leader in delivering workforce solutions. Revenue exceeds US$5.6 b EMEA AMERICAS

More information