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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 1993 - that 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.
Delivering outcomes by accessing ESG
We believe that incorporating ESG insights can improve investment outcomes. Our Multi-Asset Strategies & Solutions group seeks to deliver better outcomes by refining index exposures, incorporating sustainability into factor definitions, and by using sustainability data to seek alpha.
Indexes
We use indexes in portfolio construction to access broad market exposures in a cost-efficient manner. We can realize those benefits and simultaneously seek to increase resilience by refining indexes to eliminate certain companies or sectors associated with negative ESG characteristics, or by tilting towards higher ESG scores. The potential for improved resilience was displayed in the first quarter of 2020, and other recent downturns as shown below.
Percentage of sustainable indices that have outperformed during downturns
Source: BlackRock, December 2020. For illustrative purposes only. Analysis based on a set of 32 globally-representative, widely analysed sustainable indices and their non-sustainable counterparts.
Factors
Factors target broad, persistent drivers of return across and within asset classes. While ESG itself is not a factor, the frontier of factor research is to incorporate ESG data into the factor definitions themselves. For example, we have used machine learning techniques to quantify corporate culture as part of our quality measures.
Alpha
Alpha is about seeking idiosyncratic returns that are independent of index and factor exposures. This typically involves targeting unique and harder to access insights – including those related to ESG. In other words, incorporating sustainability data is a way to broaden the total amount of information we consider and seek to identify previously unpriced risk and opportunity. We do this through both systematic and fundamental approaches.
Download our Multi-Asset Strategies & Solutions group’s report
Delivering outcomes by accessing ESG through multiple drivers of return
Yasmin Meissner, CFA
Co-Head of Sustainable Investing, Multi-Asset Strategies & Solutions
Read biography
Katharina Schwaiger, PhD
Co-Head of Sustainable Investing, Multi-Asset Strategies & Solutions
Read biography
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