Companies focused on improving ESG scores are tomorrow’s winners

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Ausbil Investment Management believes it is important to not only consider companies that are industry leaders in environment, social and governance (ESG) but also those companies seeking to improve their ESG performance. Måns Carlsson-Sweeny, Head of ESG Research at Ausbil, said the market is saturated with discussion about ESG issues, however many investors are missing […]

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Ausbil Fund recognised at Lonsec awards for ESG investing and engagement

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Lonsec has awarded the Ausbil Active Sustainable Equity Fund as the winner of its Sustainable Investment Award. The Lonsec Sustainable Investment Award seeks to recognise and highlight the work of asset managers and key players incorporating ESG into their investment approach to add value to investors. An ESG (environment, sustainable and governance) approach, is integrated in Ausbil’s investment […]

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Local investment manager recognised for action on modern slavery

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Ausbil Investment Management’s Head of ESG Research, Mans Carlsson-Sweeny, has been recognised with an Anti-Slavery Australia Freedom Award Certificate of High Commendation for his work in combating slavery in investment supply chains. Carlsson-Sweeny was recognised for his contribution in identifying the risk of modern slavery in investment, and promoting better awareness around slavery in the […]

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Ausbil first in Australia to sign the landmark Investor Declaration on Plastic Pollution

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Ausbil Investment Management (Ausbil) has become the first Australian company to sign the landmark Investor Declaration on Plastic Pollution, a declaration citing plastic pollution as a clear corporate brand risk and pledging to interact with leading companies to find solutions through new corporate commitments, programs, and policies. In becoming a signatory to the Investor Declaration on Plastic Pollution, Ausbil joins 40+ market participants from North America, Europe, and […]

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Ausbil Active Sustainable Equity Fund ‘recommended’ by Lonsec

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Research house Lonsec has given a ‘recommended’ rating for the Ausbil Active Sustainable Equity Fund. The rating indicates that Lonsec believes the fund has substantial potential to outperform over the medium to long term and that management is of a high calibre. Lonsec stated it considered the fund to be suitable for inclusion on most […]

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Finding an edge in global markets

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Ausbil Investment Management (Ausbil) is bringing together select global investment funds that offer investors an edge in global equity markets. “Clients are looking for opportunities to diversify their portfolios, globally,” said Ross Youngman, CEO of Ausbil. “We are well positioned to do this from Australia given our relationship with New York Life and affiliates MacKay […]

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Ausbil appoints Chief Financial Officer

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Ausbil Investment Management has announced the appointment of Vicki Gemisis to the role of Chief Financial Officer. Ms Gemisis was previously Head of Group Finance Operations at Pendal Group and prior to that was Head of Business Management and Financial Controller at Fidante/ Challenger. She is a Chartered Accountant with over 20 years of experience […]

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Why equities for income?

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Income is traditionally associated with term deposits and fixed income among more defensive assets, and with real estate and the traditional concept of high dividend shares among growth assets. In the last 20-years, there has been a fundamental change in the relationship between dividend yields and the cash rate, a proxy for short-term deposit rates (as shown below). The secular […]

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Ausbil appoints National Manager, Institutional Business

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In response to increasing demand both domestically and internationally, Ausbil Investment Management (Ausbil) has appointed Camila Skalberg as National Manager, Institutional Business. Ms Skalberg will be responsible for existing and new relationships with institutional clients and consultant relations. Ausbil, which has $11.7 billion in assets under management[1], has a mix of retail and institutional investors, including industry super funds, government funds and not-for- profits. Ms Skalberg was most recently a Portfolio Manager in Tailored Investment Solutions at AMP Capital working with institutional clients. Prior to that she was at the institutional investment manager, Wellington […]

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Recommended rating awarded to Ausbil Active Dividend Income Fund

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As interest in higher-yielding income increases, Zenith has awarded the Ausbil Active Dividend Income Fund a timely ‘Recommended’ rating. Zenith said “Ausbil’s focus on the sustainability of dividends, rather than high dividends, is a key attraction of the Fund.” “Ausbil’s investment process is robust, incorporating macro-economic indicators, a sound valuation process and intuitive qualitative inputs.” The ratings agency added that the fund’s portfolio manager, Michael Price, was well qualified to manage the Fund, given his expertise and experience managing equity income portfolios. Ausbil said the Ausbil Active Dividend Income Fund combines a core and tactical allocation approach to generating higher dividend income paid to investors in monthly distributions. “In this low rate environment, and with people living longer in retirement, investors need diversified and higher income sources, with the potential over the long term for capital to grow,” said Mr Price. “With an active dividend approach we are able to generate monthly distributions rather than half-yearly,” he said. “This benefits investors seeking regular income who used to hesitate at the traditional half-yearly structure of distributions.” “The dividend income market is transforming,” noted Mark Knight, Head of Distribution at Ausbil. “Income investors like SMSFs, retirees, […]

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