Disclaimer
BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.
What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:
who holds an Australian Financial Services License
who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
that is a body regulated by APRA other than a trustee of:
(i) a superannuation fund;
(ii) an approved deposit fund;
(iii) a pooled superannuation trust; or
(iv) a public sector superannuation scheme.
within the meaning of the Superannuation Industry (Supervision) Act 1993that is a body registered under the Financial Corporations Act 1974.
that is a trustee of:
(i) a superannuation fund; or
(ii) an approved deposit fund; or
(iii) a pooled superannuation trust; or
(iv) a public sector superannuation scheme
within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.that is a listed entity or a related body corporate of a listed entity
that is an exempt public authority
that is a body corporate, or an unincorporated body, that:
(i) carries on a business of investment in financial products, interests in land or other investments; and
(ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
Sustainable Investing
Impact investing
Impact investing is the process of intentionally making investments with the aim of creating a measurable beneficial impact on the environment or society, as well as earning a positive financial return.
One of the most popular forms of impact investing is by targeting companies that can contribute to the UN’s Sustainable Development Goals (SDGs).
Impact investing has three key components:
Intentionality: an investor sets out to exert a positive impact
Return: it should generate a positive return on the investment
Measurability: the benefits should be measurable and transparent.
Some investors believe that impact investing should also incorporate the concept of ‘additionality’, which involves only allocating to businesses that they would not otherwise have chosen to invest in if they were not seeking to achieve a positive social impact. Once considered a niche form of investing, the increasing awareness of the SDGs has made it increasingly mainstream. It has also branched out to focus on specific SDGs or other themes, such as gender diversity and creating a circular economy.
Our Robeco-labeled strategies offer a range of credits and equities strategies that target the SDGs. In addition, a gender equality impact investing strategy looks for companies making a strong contribution to promoting female participation in the workplace. And a circular economy strategy targets companies involved in tackling the current ‘take-make-dispose’ linear economic model and replacing it with one focused on recycling, reusing and reworking. All of these strategies have been designed to have a positive, measurable impact on the environment and society and to contribute to the UN’s 17 Sustainable Development Goals (SDGs).
