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Ethical Investing, What would you place in this category?
nipper
post Posted: Aug 10 2020, 02:14 PM
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sometimes the smart money lol is moving so fast it all becomes a blur
I have mixed feelings about the Financial Press, as there is a paucity of serious journalism... ...has been that way for quite a while, but this internet thingy has brought information to end users, such that the intermediaries have less power. But the art of self promotion is a skill in and of itself. Useful idiots like Jonathan Shapiro in the AFR and Gottliebson in The Oz seem happy to run a blurb a day, featuring whichever fundie has shovelled copy their way. Mainstream media has a few specific serial offenders, like the always prefixed by billionaire Alex Waislitz and Gizelle Roux another. She of JBWere, then Escala Partners and now out to pasture, has resurfaced.
When she left the boutique wealth manager, Ms Roux hinted at a move towards the impact or sustainability investment space.
QUOTE
It is mainstream, people want it, and it is enormously important. And even if you do not agree with the principle, these are businesses that are going to grow because they have a commercial bent in it. They're not charities; they have a commercial enterprise that is going to hopefully improve environmental and sustainability outcomes
[That was last November].

Following months of conversations and meetings, Ms Roux recently joined the investment advisory committee of Conscious Investment Management, a boutique impact investment firm that invests in social housing and disability accommodation. The investment team, led by former Goldman Sachs banker Matthew Tominc, chooses ­investments that are then vetted by the investment committee, ­including Ms Roux.
QUOTE
The investment committee role is really to look at what is being done, and question any issues that arise. And then most importantly, whether it makes sense from an impact, (socially) conscious and ethos point of view, but also is structured in a way to meet investor expectations. Investors are there to do good but also to get a return.

I think it is an important area for people to be invested in. It is different to ESG in that this is more investing in things that hopefully improve some of [our] society outcomes. So it is a different angle on the problem.
Sounds like a sinecure.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Aug 9 2020, 09:51 AM
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In Reply To: henrietta's post @ Aug 9 2020, 09:08 AM

and a new arrival to the bourse

Wide Open Agriculture Ltd (WOA) is a Regenerative Food and Farming company based in Western Australia's Wheatbelt. We are the world's only publicly-listed company seeking to deliver '4 Returns' - measurable outcomes on financial, natural, social and inspirational returns.

Dirty Clean FoodTM has established a specialised, direct distribution platform for its range of premium grass fed, regeneratively farmed beef and lamb. ....and recently I saw they have made a move into 'plant based meat'.

- go to the website and you can't help but feel better
https://www.wideopenagriculture.com.au/home
(and I am sure inspirational returns will help put food on the table)




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
henrietta
post Posted: Aug 9 2020, 09:08 AM
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May as well put this item here ........ Cows on buns ....... or cows on petri plates .....

https://www.theaustralian.com.au/arts/revie...6ffa59a1465786e

I guess these things are coming . I'm OK with it as long as there's some variety ......... every single steak or burger being the same will be a bit boring. Not sure what we'll do those lovely NZ lamb shanks though.

Cheers
J






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"Sometimes I sits and thinks, and sometimes I just sits." Satchel Paige

"No road is long with good company." Traditional
 
jacsar
post Posted: Aug 8 2020, 11:39 PM
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In Reply To: henrietta's post @ Aug 8 2020, 07:47 PM

I left school in 1962 in Qld and that year ethics and logic was removed from the curriculum...say no more

 
henrietta
post Posted: Aug 8 2020, 07:47 PM
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In Reply To: nipper's post @ Aug 8 2020, 06:45 PM

Or maybe there's a lot of hypocrisy . Ethics ? Lots of motherhood statements, but I'm looking for profits myself.

Cheers
J



--------------------
"Sometimes I sits and thinks, and sometimes I just sits." Satchel Paige

"No road is long with good company." Traditional
 
nipper
post Posted: Aug 8 2020, 06:45 PM
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I wonder how much PPE used in hospitals and in the fight against Covid is based on plastic and polymers derived from hydrocarbons?

Actually, I do not (close to 100% would be ballpark) , but there might be an ethical dilemma there for those opposed to the petrochemical industry.




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 

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nipper
post Posted: Jul 4 2020, 01:21 PM
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In Reply To: henrietta's post @ Jul 4 2020, 12:45 PM

investing is the weight of money, as much as anything. A Chanticleer article in AFR today addresses this
https://www.afr.com/chanticleer/esg-funds-a...20200703-p558sy
QUOTE
...Some wealth managers put ESG-related funds into a bucket called sustainable investment which includes strategies such as negative screening and impact-investing.... "This growth has been due to a number of factors, including an increasing awareness and concern for global sustainability challenges, in particular climate change and a changing investor landscape with a new, younger generation of clients," Morgan Stanley said in a wealth report last month...

....Meaghan Victor, a managing director of State Street Global Advisors and head of its Asia-Pacific distribution of exchange traded funds (ETFs), says internal research done by her firm of 5000 investors found female and young investors had a preference for ESG products.

She says 68 per cent of women and 82 per cent of Millennials said that a company's social, political or environmental impact was important to their decision on whether or not to invest in it. The research shows Millennial investors have a higher allocation to ESG investments (38 per cent) than other generations (Gen X at 14 per cent and Baby Boomers at 7 per cent).


then we have Perpetual; the chief executive Rob Adams, who is facing stagnant fund flows in his traditional Australian equities business, wants to ride the ESG wave, which is the fastest-growing asset sector in Australia, according to research completed in December by Rainmaker. As first major move since becoming CEO, the acquisition of Boston-based ESG specialist Trillium Asset Management in January for $54 million (plus performance payments) will help push Adams into the white-hot world of responsible investing. Assets committed to these strategies rose 53 per cent in Australia in the 2019 financial year. So it is more about his bonus (and virtue signalling) than anything.

The final nail in the coffin of this argument is this:
QUOTE
....ESG is certain to win more support in the years ahead simply because of performance. A study published on Friday by Deutsche Bank found that ESG funds either outperformed or showed equal performance as their respective benchmarks during the sharemarket crash in March.

This gives additional weight to the argument that investors are judging ESG stocks and funds based on their financial merits, rather than an altruistic merit that accepts underperformance, the report said.
and I bet you that may not be the case. First, it is probably Pre Fees and second, over what timeframe? A month or so. Meaningless.



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
henrietta
post Posted: Jul 4 2020, 12:45 PM
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In Reply To: nipper's post @ Jul 3 2020, 03:04 PM

Is Australia the only place where CEO's are folding like pricked balloons and trying hard to be woke and green? I suppose it's the pressure from investment institutions which want to spruik their "wokeness" to potential investors.

Ah for the good old days when profit was the only concern, and main measure of success.

Capitalists are definitely under huge pressure from those who would like to end capitalism.

God help us if they succeed.

Cheers
J





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"Sometimes I sits and thinks, and sometimes I just sits." Satchel Paige

"No road is long with good company." Traditional

Said 'Thanks' for this post: Pendragon  
 
nipper
post Posted: Jul 3 2020, 03:04 PM
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another mob having a go, trying to pin the tail on that ethical and probably vegan donkey
His screen: they seem to do more good than harm (!)
QUOTE
Since ethics are subjective, I'm sure that many readers will disagree that all these stocks are ethical shares, and that's fair enough. However, I offer this list not as a definite pronouncement of ethical stocks on the Australian sharemarket, but simply to share the names, and tickers, of some of the businesses that I consider to be ethical....

... it's well worth noting that this list has not considered whether the current share price of these ethical is attractive, and in no way constitutes a recommendation or list of ethical stock tips. The judgement that I have exercised in putting this list together is completely subjective. I encourage others to think about their own ethics, and invest accordingly.
https://arichlife.com.au/ethical-equities-asx-stocks/

and the winners are...

1300 Smiles Limited (ASX:ONT)
Alcidion (ASX:ALC)
Audinate (ASX:AD8)
Australian Ethical Investments Limited (ASX:AEF)
Class (ASX:CL1)
Clover Corporation Limited(ASX:CLV)
Cochlear (ASX:COH)
CSL (ASX:CSL)
Dicker Data (ASX:DDR)
Fiducian Portfolio Services (ASX: FID)
Fineos (ASX:FCL)
Hansen Technologies Limited (ASX:HSN)
Infigen Energy Stapled (ASX:IFN)
Integrated Research Limited (ASX:IRI)
Iress Limited (ASX:IRE)
Kip McGrath Education (ASX:KME)
Macquarie Telecom Group Limited (ASX:MAQ)
Medical Developments International Limited (ASX:MVP)
MNF Group Ltd (ASX:MNF)
NextDC Limited (ASX:NXT)
NIB Holdings (ASX:NHF)
Pro Medicus (ASX:PME)
ResMed (ASX:RMD)
Seek Limited (ASX:SEK)
Webjet (ASX:WEB)
Whispir (ASX:WSP)
Xero (ASX:XRO)



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jan 25 2020, 08:56 AM
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I find nothing but confusion in the argument put by this contributor:

No Shortage Of Excellent Environmental Share Price Performances

https://www.sharecafe.com.au/2019/12/10/no-...e-performances/
QUOTE
Eco Investor classifies all seven [environmental] stocks as core securities and so their total shareholder return would be higher as they also pay dividends.

In alphabetical order the seven are: Contact Energy, Ingenia Communities Group, Mercury New Zealand, Meridian Energy, Qube Holdings, Reece, and Tassal. There are other core securities that could also have been included such as Bingo Industries, Duxton Water and Kathmandu.

....he goes on to bang on about ethical and environmental. But really, there's no logic or discussion of negative or positive screens, or why one company makes the cut but others don't. It's just trendy hijacking of buzz words.



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
 


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