BT Investment Management (BTIM) seeks to deliver consistently superior performance by exploiting investment opportunities that arise due to the inefficient market pricing of securities. This reflects our belief that security prices will revert to their intrinsic valuation through the course of the investment cycle. Our goal is to invest in sound businesses that are generating strong cashflow, but are currently valued incorrectly by the market. Such opportunities present themselves when sentiment leads the market to over-react to transitory information. The key to successful investing is to distinguish between attractive businesses facing short-term issues and inferior companies suffering structural problems.

Insightful proprietary research enables us to identify such opportunities. Sophisticated risk analysis ensures our portfolios are focused on capturing and extracting value through stock specific risk. The underlying philosophy behind choosing sustainability or ethical screens is that there is a strong link between good sustainability performance and corporate profitability. Also, in terms of environmental screening, a growing body of research suggests that superior environmental management usually correlates with high standards of corporate management.

CERTIFICATION DETAILS
Certified by RIAA since: 2005


Certified products
1. Best of sector or sustainability funds
    BT Institutional Australian Sustainability Share Fund
    BT Institutional International Sustainability Share Fund

2. Ethical or screened funds
    BT Sustainable Balanced Fund (previously: BT Institutional Ethical Balanced Fund)
    BT Sustainable Conservative Fund (previously: BT Wholesale Ethical Conservative Fund)
    BT Wholesale Ethical Share Fund

Responsible investment methodology
Read the methodology used by BT Investment Management to create their responsible investment products.

Stocks in the portfolio and past performance
1. Best of sector or sustainability funds
    BT Institutional Australian Sustainability Share Fund
    BT Institutional International Sustainability Share Fund

2. Ethical or screened funds
    BT Sustainable Balanced Fund (updated quarterly)
    BT Sustainable Conservative Fund (updated quarterly)
    BT Wholesale Ethical Share Fund

CONTACT DETAILS
Peter Lambos
Business Development Manager
BT Investment Management
Level 24, 367 Collins Street
Melbourne VIC 3000
Phone: 03 9242 4543
Email: peter.lambos@btim.com.au
Website: www.btim.com.au

DISCLAIMER: This information has been prepared by RIAA based on material provided by BT Investment Management. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

PAGE LAST UPDATED: July 2010