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:

  • Thermal coal

  • Tar sands oil

More than 5% of revenue derived from production of goods & services; greater than 50% for associated business activities:

  • Adult entertainment

  • Alcohol

  • Gambling

Producers/manufacturers of tobacco and tobacco alts*

  • Cluster munitions
  • Landmines
  • Chemical weapons
  • Controversial weapons (incl. nuclear)

*As defined by 3rd-party providers



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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