DOCSLIB.ORG

Carbon Disclosure Project 2009 Global 500 Report

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Carbon Disclosure Project 2009 Global 500 Report Carbon Disclosure Project 2009 Global 500 Report On behalf of 475 investors with assets of US $55 trillion Report written for Carbon Disclosure Project Carbon Disclosure Project by: [email protected] +44 (0) 20 7970 5660 www.cdproject.net Carbon Disclosure Project Carbon Disclosure Project 2009 CDP Members 2009 Generation Investment Management UK This report and all of the public responses from corporations are Grupo Santander Brasil Brazil available to download free of MEMBER 2009 charge from www.cdproject.net. ING Netherlands ABRAPP - Associação KLP Insurance Norway Brasileira das Entidades Legg Mason, Inc. US Fechadas de Previdência Complementar Brazil Libra Fund, L.P. US Aegon N.V. Netherlands London Pensions Fund Authority UK AIG Investments US Mistra, Foundation for APG Investments Strategic Environmental Netherlands Research Sweden ASN Bank Netherlands Mitsubishi UFJ Financial ATP Group Denmark Group (MUFG) Japan Aviva Investors UK Morgan Stanley Investment AXA Group France Management US Bank of America Corporation National Australia Bank US Limited Australia BBVA Spain Neuberger Berman US BlackRock US Newton Investment Management Limited UK BP Investment Management Limited UK Northwest and Ethical Investments LP Canada Caisse de dépôt et placement du Québec Pictet Asset Management SA Canada Switzerland California Public Employees’ Rabobank Netherlands Retirement System US Robeco Netherlands California State Teachers Russell Investments UK Retirement System US Schroders UK Calvert Group US Second Swedish National Catholic Super Australia Pension Fund (AP2) Sweden CCLA Investment Sompo Japan Insurance Inc. Management Ltd UK Japan CIBC Canada Standard Chartered PLC UK Daiwa Asset Sun Life Financial Inc. Management Co. Ltd Japan Canada Essex Investment Swiss Reinsurance Company Management, LLC US Switzerland Ethos Foundation Switzerland The RBS Group UK Folksam Sweden The Wellcome Trust UK Fortis Investments Belgium Zurich Cantonal Bank Switzerland 2 CDP Signatories 2009 CDP Signatories 2009 BlackRock US DB Advisors Deutsche Asset Management Germany Blue Marble Capital Management Limited Canada DEFO – Deutsche Fonds für Immobilienvermögen BMO Financial Group Canada 475 institutional investors with assets GmbH Germany BNP Paribas Investment Partners France of over US$55 trillion were signatories DEGI Deutsche Gesellschaft für Immobilienfonds to the CDP 2009 information request Boston Common Asset Management, LLC US mbH Germany dated 1st February 2009, including: BP Investment Management Limited UK Deka FundMaster Investmentgesellschaft mbH Germany Brasilprev Seguros e Previdência S/A. Brazil Deka Investment GmbH Aachener Grundvermögen British Columbia Investment Management Germany Kapitalanlagegesellschaft mbH Germany Corporation (bcIMC) Canada DekaBank Deutsche Girozentrale Germany Aberdeen Asset Managers UK BT Financial Group Australia Deutsche Bank Germany Acuity Funds Canada BT Investment Management Australia Deutsche Postbank Privat Investment Kapitalanlagegesellschaft mbH Germany Addenda Capital Inc. Canada Busan Bank South Korea Development Bank of Japan Japan Advanced Investment Partners US CAAT Pension Plan Canada Development Bank of the Philippines (DBP) Advantage Asset Managers (Pty) Ltd South Africa Caisse de dépôt et placement du Québec Canada Philippines Aegon N.V. Netherlands Caisse des Dépôts France Dexia Asset Management France Aeneas Capital Advisors US Caixa de Previdência dos Funcionários do Banco DnB NOR ASA Norway AGF Management Limited Canada do Nordeste do Brasil (CAPEF) Brazil Domini Social Investments LLC US AIG Investments US Caixa Econômica Federal Brazil DPG Deutsche Performancemessungs- Caixa Geral de Depósitos Portugal Alberta Investment Management Corporation Gesellschaft für Wertpapierportfolio mbh Germany (AIMCo) Canada California Public Employees’ Retirement System East Sussex Pension Fund UK Alberta Teachers Retirement Fund Canada US Economus Instituto de Seguridade Social Brazil Alcyone Finance France California State Teachers Retirement System US ELETRA – Fundação Celg de Seguros e California State Treasurer US Allianz Group Germany Previdência Brazil Calvert Group US Altshuler Shacham LTD Israel Environment Agency Active Pension fund UK Canada Pension Plan Investment Board Canada AMP Capital Investors Australia Epworth Investment Management UK Canadian Friends Service Committee (Quakers) AmpegaGerling Investment GmbH Germany Erste Group Bank AG Austria Canada APG Investments Netherlands Essex Investment Management, LLC US CAPESESP Brazil ARIA (Australian Reward Investment Alliance) Ethos Foundation Switzerland Australia Capital Innovations, LLC US Eureko B.V. Netherlands Arkitekternes Pensionskasse Denmark CARE Super Pty Ltd Australia Eurizon Capital SGR Italy Artus Direct Invest AG Germany Carlson Investment Management Sweden Evangelical Lutheran Church in Canada Pension Carmignac Gestion France ASB Community Trust New Zealand Plan for Clergy and Lay Workers Canada Catherine Donnelly Foundation Canada ASN Bank Netherlands Evli Bank Plc Finland Catholic Super Australia ATP Group Denmark F&C Management Ltd UK Cbus Superannuation Fund Australia Australia and New Zealand Banking Group Limited Faelba Brazil Australia CCLA Investment Management Ltd UK FAELCE – Fundação Coelce de Seguridade Social Australian Ethical Investment Limited Australia Central Finance Board Brazil of the Methodist Church UK AustralianSuper Australia Fédéris Gestion d’Actifs France Ceres, Inc. US Aviva Investors UK First Affirmative Financial Network US Cheyne Capital Management (UK) LLP UK Aviva plc UK First Swedish National Pension Fund (AP1) Sweden CI Mutual Funds’ Signature Advisors Canada AXA Group France FirstRand Ltd. South Africa CIBC Canada Baillie Gifford & Co. UK Fishman & Co. Israel Clean Yield Group, Inc. US Bakers Investment Group Australia Five Oceans Asset Management Pty Limited Banco Sweden ClearBridge Advisors, Socially Aware Investment Australia US Banco Bradesco S.A Brazil Florida State Board of Administration (SBA) US Close Brothers Group plc UK Banco de Galicia y Buenos Aires S.A. Argentina Folksam Sweden Colonial First State Global Asset Management Fondaction CSN Canada Banco do Brazil Brazil Australia Fonds de Réserve pour les Retraites – FRR Banco Santander, S.A. Spain Comite syndical national de retraite Bâtirente France Banesprev – Fundo Banespa de Seguridade Social Canada Fortis Bank Nederland Netherlands Brazil Commerzbank AG Germany Fortis Investments Belgium Bank of America Corporation US CommInsure Australia Forward Management, LLC US Bank Sarasin & Co, Ltd Switzerland Companhia de Seguros Aliança do Brasil Brazil Fourth Swedish National Pension Fund, (AP4) Sweden Bank Vontobel Switzerland Compton Foundation, Inc. US Frankfurter Service BANKINTER S.A. Spain Connecticut Retirement Plans and Trust Funds US Kapitalanlagegesellschaft mbH Germany Barclays Group UK Co-operative Financial Services (CFS) UK FRANKFURT-TRUST Investment BayernInvest Kapitalanlagegesellschaft mbH Corston-Smith Asset Management Sdn. Bhd. Gesellschaft mbH Germany Germany Malaysia Franklin Templeton Investment BBC Pension Trust Ltd UK Crédit Agricole Asset Management France Services Gmbh Germany BBVA Spain Credit Suisse Switzerland Frater Asset Management South Africa Bedfordshire Pension Fund UK Daegu Bank South Korea Friends Provident UK Beutel Goodman and Co. Ltd Canada Daiwa Securities Group Inc. Japan Front Street Capital Canada 3 Carbon Disclosure Project Fukoku Capital Management Inc Japan Infrastructure Development Finance MEAG Munich Ergo Asset Company Ltd. (IDFC) India Management GmbH Germany Fundação AMPLA de Seguridade Social – Brasiletros Brazil ING Netherlands MEAG Munich Ergo Kapitalanlagegesellschaft mbH Germany Fundação Atlântico de Seguridade Social Brazil Inhance Investment Management Inc Canada Meeschaert Gestion Privée France Fundação Banrisul de Seguridade Social Brazil Insight Investment Management (Global) Ltd UK Meiji Yasuda Life Insurance Company Japan Fundação CEEE de Seguridade Social – Instituto de Seguridade Social dos Correios e ELETROCEEE Brazil Telégrafos- Postalis Brazil Merck Family Fund US Fundação Codesc de Seguridade Social – FUSESC Instituto Infraero de Seguridade Social – Mergence Africa Investments (Pty) Limited Brazil INFRAPREV Brazil South Africa Fundação de Assistência e Previdência Social do Insurance Australia Group Australia Meritas Mutual Funds Canada BNDES – FAPES Brazil Internationale Kapitalanlagegesellschaft mbH Metzler Investment Gmbh Germany Fundação Forluminas de Seguridade Social – Germany Midas International Asset Management FORLUZ Brazil Investec Asset Management UK South Korea Fundação Promon de Previdência Social Brazil Itaú Unibanco Banco Múltiplo S.A. Brazil Miller/Howard Investments US Fundação São Francisco de Seguridade Social J.P. Morgan Asset Management US Mirae Investment Asset Management Brazil South Korea Janus Capital Group Inc. US Fundação Vale do Rio Doce de Seguridade Mistra, Foundation for Strategic Social – VALIA Brazil Jarislowsky Fraser Limited Canada Environmental Research Sweden FUNDIÁGUA - Fundação de Previdência da Jubitz Family Foundation US Mitsubishi UFJ Financial Group (MUFG) Japan Companhia de Saneamento e Ambiental do Jupiter Asset Management UK Distrito Federal Brazil Mitsui Sumitomo Insurance Co.,Ltd. Japan K&H Investment Fund Management/K&H Gartmore Investment Management Ltd UK Mizuho Financial Group, Inc. Japan Befektetési Alapkezelö Zrt Hungary Generation Investment Management UK Mn Services Netherlands KB Kookmin Bank
Load more

Recommended publications
  • Lazard Ltd Reports Full-Year and Fourth-Quarter 2017 Results
    LAZARD LTD REPORTS FULL-YEAR AND FOURTH-QUARTER 2017 RESULTS Record annual Record annual operating Entering 2018 with record operating revenue revenue in both Asset assets under management of $2.65 billion, up 13% Management, up 20%, and and a vibrant M&A from prior year Financial Advisory, up 7% environment NEW YORK, February 1, 2018 – Lazard Ltd (NYSE: LAZ) today reported record annual operating revenue1 of $2,655 million for the year ended December 31, 2017. Net income, as adjusted1 and excluding one-time charges2, was $501 million, or $3.78 per share (diluted) for the year. Annual net income on a U.S. GAAP basis for the year was $254 million, or $1.91 per share (diluted). For the fourth quarter of 2017, net income, as adjusted1 and excluding one-time charges2, was $148 million, or $1.12 per share (diluted). On a U.S. GAAP basis, net loss for the fourth quarter was $84 million, or $0.70 per share (diluted). “Our record operating performance in 2017 underscores the strength of our business model, the power of our franchise, and the results we are achieving for clients,” said Kenneth M. Jacobs, Chairman and Chief Executive Officer of Lazard. “We have momentum in an improving global macroeconomic environment, and we continue to invest in our business to serve clients, capitalize on growth opportunities and build shareholder value.” ($ in millions, except Year Ended Quarter Ended per share data and AUM) Dec. 31, Dec. 31, 2017 2016 %’17-’16 2017 2016 %’17-’16 Net Income (loss) US GAAP $254 $388 (35)% $(84) $128 NM Per share, diluted $1.91
    [Show full text]
  • Research Choice Conservative Income Portfolio PDF Factsheet
    MyNorth Managed Portfolios RESEARCH CHOICE CONSERVATIVE INCOME PORTFOLIO Monthly update for month ending August 2021 Returns as at 31 August 2021¹ Investment objective Since 1 Month 3 Months 6 Months 1 Year 3 Years The managed portfolio aims to provide stable inception* (%) (%) (%) (%) (%) return and higher income through a diversified portfolio of primarily defensive assets. Total return² 4.15 0.71 2.35 5.08 6.18 3.94 Income 3.48 0.03 1.12 1.50 2.83 3.43 Key information Growth 0.67 0.68 1.23 3.58 3.35 0.51 Code NTH0001 Benchmark³ 5.23 0.87 3.07 6.43 9.32 4.99 * Since inception returns begin from the month end immediately following portfolio launch. Manager name AMP Research Team Inception date 12 March 2018 Asset allocation Benchmark Morningstar Australian Multisector Moderate Average Category Asset class Mixed Asset Current number of assets 19 Minimum investment horizon 3 years Portfolio income Paid to Cash Account Investment management fee 0.05% Total indirect costs 0.55% Total estimated management costs 0.60% as at 31 August 2021 Risk band/label 3/Low to medium Minimum investment amount $500 More information northonline.com.au Growth assets Allocation (%) About the manager Australian Equities 13.4 AMP Research Team International Equities 13.2 Property 0.5 The AMP Research team has substantial Other 3.8 experience in fund manager research and portfolio management. In constructing and Total 30.9% managing the portfolios, the team: –– selects Defensive assets Allocation (%) assets from a range of managers to provide diversification across strategies and styles, and Australian Fixed Interest 36.8 –– draws on quantitative and qualitative International Fixed Interest 8.9 assessments to make portfolio changes to Cash 23.5 ensure they align to set investment objectives Total 69.2% and risk levels.
    [Show full text]
  • Single Sector Funds Portfolio Holdings
    ! Mercer Funds Single Sector Funds Portfolio Holdings December 2020 welcome to brighter Mercer Australian Shares Fund Asset Name 4D MEDICAL LTD ECLIPX GROUP LIMITED OOH MEDIA LIMITED A2 MILK COMPANY ELDERS LTD OPTHEA LIMITED ABACUS PROPERTY GROUP ELECTRO OPTIC SYSTEMS HOLDINGS LTD ORICA LTD ACCENT GROUP LTD ELMO SOFTWARE LIMITED ORIGIN ENERGY LTD ADBRI LTD EMECO HOLDINGS LTD OROCOBRE LTD ADORE BEAUTY GROUP LTD EML PAYMENTS LTD ORORA LTD AFTERPAY LTD ESTIA HEALTH LIMITED OZ MINERALS LTD AGL ENERGY LTD EVENT HOSPITALITY AND ENTERTAINMENT PACT GROUP HOLDINGS LTD ALKANE RESOURCES LTD EVOLUTION MINING LTD PARADIGM BIOPHARMACEUTICALS LTD ALS LIMITED FISHER & PAYKEL HEALTHCARE CORP LTD PENDAL GROUP LTD ALTIUM LTD FLETCHER BUILDING LTD PERENTI GLOBAL LTD ALUMINA LTD FLIGHT CENTRE TRAVEL GROUP LTD PERPETUAL LTD AMA GROUP LTD FORTESCUE METALS GROUP LTD PERSEUS MINING LTD AMCOR PLC FREEDOM FOODS GROUP LIMITED PHOSLOCK ENVIRONMENTAL TECHNOLOGIES AMP LTD G8 EDUCATION LTD PILBARA MINERALS LTD AMPOL LTD GALAXY RESOURCES LTD PINNACLE INVESTMENT MANAGEMENT GRP LTD ANSELL LTD GDI PROPERTY GROUP PLATINUM INVESTMENT MANAGEMENT LTD APA GROUP GENWORTH MORTGAGE INSRNC AUSTRALIA LTD POINTSBET HOLDINGS LTD APPEN LIMITED GOLD ROAD RESOURCES LTD POLYNOVO LIMITED ARB CORPORATION GOODMAN GROUP PTY LTD PREMIER INVESTMENTS LTD ARDENT LEISURE GROUP GPT GROUP PRO MEDICUS LTD ARENA REIT GRAINCORP LTD QANTAS AIRWAYS LTD ARISTOCRAT LEISURE LTD GROWTHPOINT PROPERTIES AUSTRALIA LTD QBE INSURANCE GROUP LTD ASALEO CARE LIMITED GUD HOLDINGS LTD QUBE HOLDINGS LIMITED ASX LTD
    [Show full text]
  • Final Americas People Moves Report
    People Moves Report H1 2020 Americas Introduction In this ‘unprecedented’ first half of 2020, Covid-19 came to test the $2bn commitment to its new GTR platform (hiring the inimitable coupled with Matt’s enviable rolodex and reputation amongst LPs, claim of our asset class to be ‘resilient’. It passed with flying colors, Franek Sodzawicny as CEO to build a global platform) puts it firmly we predict its progress to be greatly accelerated on this side of the and there is no better demonstration of this resilience than the in the game. In Renewables, we have seen a West Coast power pond. amount of hiring which has taken place in the midst of such volatile surge, with Generate Capital and Softbank Energy each making 5 market conditions. hires, and significant investment (foreign and domestic) into US Anyway, enough of my hype – I will leave you to peruse the report Renewables driving an increasing demand for talent. at your leisure. Do please reach out with any thoughts as to how we Make no mistake, these hires were not all in train pre-lockdown, nor might improve it for your edification in future editions. have they all been hurriedly concluded in these tentative early days On the Credit side, one very clear talent winner in the first half of of its easing. Many of the hires documented here in our H1 People 2020 is CIBC. Making six hires into its impressive Corporate We will also be publishing our annual diversity and compensation Moves Report were commissioned in those dark early weeks of the Banking division now led in the US by Project Finance heavyweight reports later in the year so make sure you are signed up for those.
    [Show full text]
  • AMP Strategy 2017 - 2022
    AMP.6000.0128.7875 ASL NM Super Board Papers - November 2017 -AMP Strategy Towards 2022 AMP Strategy 2017 - 2022 Challenges Strong underlying them1tics Emerging opportunities - Global scale m insurance - /lgttnR population (doubi1n~ of 60+by 2050) - ~lru,tur.il ;earch for y1old due to ali(elOR demogr;iphcs - 1,,tens1fy1ng cump~l1tt0(1 - Mund.Jt~d doubting otAustralra'> suner~rnHMt on iy!ttem by ~026 - Exf)<>SUre to Cl11ri•Se dom•S\IC srowtn - Commod1tisatioo of ftffin<ial pl,rlorms Au>l•ali•n eronorny growing .it l% - Ri'Y.'Of wn~l1mcr ti.,pet-t'l'l(t - sh!fl to pa~<So1\e 11 Nt!i;tmen1 mJnctgt.'men1 - f11CJeo.lSlngco1•SU1llef l,l~flldfld r\Jlf lfdnSp-~Hl!llC)' YdiUt:, \,h01(e Jlld ex,p;:r t"OC.._.,. -T£>'<:1mology a1.d Llu~1nes~ n1odel al'>f upl!on - lfU'.t"~\mS f~SUbtorySCf11ti''V ilnd ri\tlUlrftrr'le.Ut~ - Clooal t.l(lft..-it In ~Arr-h or true <1!ph.t - Technnlogy driv111i eff1cioncy opportumtlf:'> Helping people own tomorrow lnvc:::t ·o grow Wealth Protection Gtobol O/S g, Advice New"l:<aland Global Partnor>hips M.a.ttJ re: Glob:il Inv. Mgmt lead,ng market -lntf!1riat1on011 p<>S1t1onw1th - Stroig pos,~on 1n - Laree st.1blto ('f"ofit -Glolnlry recognised - rw-.ted t11gti grovvth Advice str•tcgy Platforms & O/S - Strong mull assrt partm•1'jl.1ps opportttnrt:y fl,)( ~ marg1".s.1.inde-1 t11ghly comp~til1vc andcap1·a1 pool capab1llht>'" ret~1I ba•k group(MAG! wlto C11111a l.Jfe ionoval IVll 0/5 ~ pressure from low RfOwth m:tr\tet w1tl-t h!gh ma1gin:.
    [Show full text]
  • AMP Capital Investment Funds Index Funds
    AMP Capital Investment Funds Off Platform On Platform IndexAPIR Code FundsAMP1285AU AMP1285AU Minimum A$10,000 Check with your Investment provider or speak with your financial adviser Management 0.75% pa of the 0.60% pa of the Costs Fund’s net asset Fund’s net assets Product Disclosure Statement 5 May 2021Risk Level Low to Medium Distribution Monthly Frequency Suggested Minimum 3 years Investment Timeframe This document replaces the Product Disclosure Statement dated 22 July 2020. Issued by AMP Investment Management (N.Z.) Limited This document gives you important information about this investment to help you decide whether you want to invest. There is other useful information about this offer on www.companiesoffice.govt.nz/disclose. AMP Investment Management (N.Z.) Limited has prepared this document in accordance with the Financial Markets Conduct Act 2013 (FMC Act). You can also seek advice from a financial adviser to help you to make an investment decision. 1. Key information summary What is this? How can you get your money out? This is a managed investment scheme. Your money will be pooled with other investors’ money and You may at any time request the redemption of some invested in various investments. AMP Investment or all of your investment. For each fund, payment Management (N.Z.) Limited will invest your money will normally be made within 10 business days of the and charge you a fee for its services. The returns you Manager receiving a redemption request from you. receive are dependent on the investment decisions We have the ability, in certain circumstances, to of AMP Investment Management (N.Z.) Limited, and suspend redemptions (for instance, where we of its investment managers and the performance of believe, in good faith, that it is not practicable or the investments.
    [Show full text]
  • Prospectus Is Truthful Or Complete
    Bluerock Total Income+ Real Estate Fund (the “Fund”) is a continuously offered, non-diversified, closed-end management investment company that is operated as an interval fund. The Securities and Exchange Commission has not approved or disapproved these securities or determined if this Prospectus is truthful or complete. Any representation to the contrary is a criminal offense. This prospectus is intended to concisely provide you, a prospective investor, with information about the Fund that you should know before investing in the shares of the Fund that are being offered through this prospectus. You are advised to thoroughly and carefully read this prospectus and retain it for future reference. Additional information about the Fund is also available on the Securities and Exchange Commission’s (“SEC”) website at http://www.sec.gov, including the Fund’s Statement of Additional Information dated February 1, 2021 (the “SAI”). The address of the SEC’s website is provided solely for the information of prospective shareholders and is not intended to be an active link. The table of contents of the SAI appears on page 34 of this prospectus. The SAI is incorporated by reference into this prospectus (legally made a part of this prospectus). The SAI, Fund annual and semi-annual reports and other information and shareholder inquiries regarding the Fund may be requested free of charge by writing the Fund at c/o DST Systems, PO Box 219445, Kansas City, MO 64121-9445 (the “Transfer Agent” or “DST”), by calling the Transfer Agent toll-free at 1-844-819-8287, or by visiting the Fund’s website at http://www.bluerockfunds.com.
    [Show full text]
  • Institutional Real Estate, Inc. Global Investment Managers 2020 Special Report Institutional Real Estate, Inc
    Institutional Real Estate, Inc. Global Investment Managers 2020 Special Report Institutional Real Estate, Inc. Global Investment Managers 2020 Prepared by: Property funds research Warnford Court, 29 Throgmorton Street, London EC2N 2AT United Kingdom Phone: +44 (0)20-3026 3851 Fax: +44 (0)118-958 5849 www.propertyfundsresearch.com Institutional Real Estate, Inc. 2010 Crow Canyon Place, Suite 455 San Ramon, CA 94583 USA Phone: +1 925-244-0500 Fax: +1 925-244-0520 www.irei.com © 2020 Institutional Real Estate, Inc. All Rights Reserved Table of Contents: Survey highlights....................................................................................................................................................................... 1 Largest investment managers by region ............................................................................................................................. 3 Total assets rankings ................................................................................................................................................................ 4 Discretionary separate accounts ........................................................................................................................................ 12 Advisory separate accounts ................................................................................................................................................. 16 Indirect real estate vehicles ..............................................................................................................................................
    [Show full text]
  • Matthew B. Collin
    Matthew B. Collin Partner, New York Mergers and Acquisitions; Financial Institutions Matthew B. Collin’s practice focuses primarily on mergers, acquisitions and other transac- tions involving public and private investment management firms, broker-dealers and other financial services businesses. He also represents private equity fund sponsors in the forma- tion and operation of their private equity funds. Mr. Collin has represented clients in numerous U.S. and cross-border transactions, including: - Wells Fargo in connection with its pending carve-out sale of Wells Fargo Asset Management and related legal entities to GTCR and Reverence Capital Partners; - BlackRock in numerous transactions, including its pending formation of a joint venture wealth management company with China Construction Bank and Temasek Holdings; its acquisition of Citigroup’s Mexican asset management business; and its acquisition of Infraestructura Institucional; T: 212.735.2214 - Sun Life Financial in its acquisitions of InfraRed Capital Partners and Crescent Capital Group; F: 917.777.2214 - Janus Capital Group in its merger-of-equals with Henderson Group; [email protected] - Old Mutual in its managed separation of Brightsphere Investment Group (formerly OM Asset Management), including through the sale of a 24.95% shareholding to HNA Capital US; Education - Benefit Street Partners in its sale to Franklin Resources; J.D., Harvard Law School, 2010 - Tennenbaum Capital Partners in its acquisition by BlackRock; B.A., Cornell University, 2007 - First Eagle Investment Management in its acquisition by funds affiliated with Blackstone and Corsair Capital; Bar Admissions - Foresters Financial in its sale of assets related to its U.S. asset management business, New York including First Investors mutual funds, to Macquarie Investment Management, and assets related to its U.S.
    [Show full text]
  • Investor Statement Access to Medicine Index
    Investor Statement Access to Medicine Index The goal of investors is to create long- term shareholder value in the companies in which they invest. This potential is maximized by investing in well- managed, high quality companies, where the management team have considered fully the range of business risks and opportunities facing their companies, and taken appropriate action to manage these. Alongside assessment of traditional financial risks and opportunities, there is growing recognition among the investment community of the potential for environmental, social and governance (ESG) factors to impact the financial perfor- mance of companies. As such, investors are also seeking for companies to demonstrate effective management of ESG factors. We believe the issue of access to medicine in developing countries can present potentially significant business impacts for global companies in the pharmaceutical sector. As greater emphasis is placed on accessing new markets as a source for future industry growth, pharmaceutical companies are brought into ever closer contact with access to medicine issues in developing countries. Mismanage- ment of these issues can impact negatively on political relationships and corporate brands and encumber market access. On the other hand, if pharmaceutical companies act responsibly and with foresight, commercial potential can be unlocked. As investors, we seek assurances that the management of the companies in which we invest have fully considered the risks and opportunities of this issue, and have effective policies and processes for dealing with the challenges. By taking management of this issue into account, alongside other key ESG and financial issues, the investment community can better assess the long-term investment value of such companies.
    [Show full text]
  • AMP Investor Report FY 20 1
    INVESTOR REPORT Full year 2020 Management and contact details AMP executive committee Francesco De Ferrari Chief Executive Officer and Acting Chief Executive Officer, AMP Capital David Cullen Group General Counsel James Georgeson Chief Financial Officer Scott Hartley Chief Executive Officer, AMP Australia Helen Livesey Group Executive, People and Corporate Affairs Phil Pakes Chief Risk Officer Blair Vernon Chief Executive, New Zealand Wealth Management Investor relations Jason Bounassif Group Treasurer and Investor Relations Telephone 61 2 9257 9684 Email [email protected] Michael Vercoe Senior Institutional Investor Relations Manager Telephone 61 2 9257 4244 Email [email protected] Online reports This Investor Report is available online at amp.com.au/shares along with other investor relations information. Authorised for release by the AMP Limited Board. AMP Limited ABN 49 079 354 519 Contents AMP Investor Report FY 20 1 Contents AMP Business overview 2 FY 20 performance summary 3 Financial summary 4 AMP business unit results AMP Australia Australian wealth management 6 AMP Bank 12 AMP Capital 15 New Zealand wealth management 20 AMP Life 22 Group Office and related matters 23 Capital, debt and liquidity Regulatory capital requirements and capital management framework 25 Capital adequacy 26 Debt and liquidity overview 27 Additional AMP group information Sensitivities – profit and capital 28 Market share and channel analysis 30 AMP Capital investment performance 31 Glossary of terms Accounting treatment, definitions and exchange rates 32 Important general notes This Investor Report provides financial information reflecting results after income tax, unless otherwise indicated, for AMP shareholders. Information is provided on an operational basis (rather than a statutory basis) to reflect a management view of the businesses and existing structures.
    [Show full text]
  • Assetlink Investment Wrap
    AssetLink Investment Wrap Managed Investments Fees and Costs List 9 March 2018 This Managed Investments Fees and Costs List (List) is issued by BT Portfolio Services Limited ABN 73 095 055 208 AFSL 233715 (BTPS), the operator of Wrap. BTPS is a subsidiary of Westpac Banking Corporation ABN 33 007 457 141, AFSL 233714 (Westpac). Wrap and any underlying investments (other than deposit products provided by Westpac) do not represent deposits or liabilities of Westpac or any other company in the Westpac Group and are subject to investment risk, including possible delays in repayment and the loss of income or capital invested. None of Westpac or any other company in the Westpac Group in any way stands behind or guarantees the capital value and/or the performance of any of the underlying investments or Wrap. This List summarises the managed investments that are available for you to invest in through Wrap and the fees and costs that apply to these managed investments. You should consider the product disclosure statement or other disclosure document for each managed investment that you decide to invest in through Wrap. For an explanation of the fees and costs in this List, please refer to the Investor Short Guide for Wrap. The fees and costs disclosed in this List are provided by external investment research providers or directly by the investment managers and are not verified by us. The method of calculation of the fees and costs is not uniform and does vary between managed investments. As at the date of this List, the management costs amount generally includes management fees and any performance fees (if any) for the managed investment, but may not include all other fees and costs of the managed investment (such as indirect costs, transactional and operational costs or other fees or costs).
    [Show full text]