Sustainable Australian Equity
The Acadian Sustainable Australian Equity strategy seeks to maximise risk-adjusted, long-term active returns from a diversified portfolio of Australian securities whilst actively incorporating a range of socially responsible investment criteria.
| Carbon Reduction | Tracking Error | Max Active Position | Number of Holdings |
|---|---|---|---|
| 20% BM | 1.5-2.5% | 1.25% | 100-140 |
In addition to the ESG factors embedded throughout our alpha forecasting, some additional screens are implemented. These include reducing the carbon intensity of the portfolio by 20% relative to S&P/ASX 300 Index and other selective exclusions:
| Carbon-Related | Selective Non-Ethical Industries | Munitions |
|---|---|---|
|
Greater than 5% of revenue* derived from production of:
|
More than 5% of revenue derived from production of goods & services; greater than 50% for associated business activities:
Producers/manufacturers of tobacco and tobacco alts* |
|
*As defined by 3rd-party providers
STRATEGY DOCUMENTS
Quarterly Factsheet Holdings Report
Acadian Australia is a wholly owned subsidiary of Acadian Asset Management LLC (“Acadian”), a U.S. registered investment adviser regulated by the U.S. Securities and Exchange Commission. Acadian is exempt from the requirement to hold an Australian Financial Services License under the Corporations Act 2001 (Cth). Acadian is regulated by the Securities and Exchange Commission ("SEC") under United States of America laws, which differ from Australian laws. This website is intended only to provide a summary of the subject matter covered. It does not purport to be comprehensive or to provide legal, taxation or other advice on the subject matter. No reader should act on the basis of any matter contained in this website without first obtaining specific professional advice.
The information on this web page is provided to you because Acadian Australia reasonably believes that you are a "wholesale client" within the meaning of that term under the Corporations Act 2001 (Cth) ("Corporations Act") and not any other class of persons. This information is not an advertisement and is not intended to induce retail clients to invest in any product. Retail clients who are interested in products referenced on this website should contact their financial adviser.
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