Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.
Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.
Coolabah Capital Investments (CCI) is a leading active credit alpha manager that is responsible for managing numerous institutional mandates, the Smarter Money Investments’ product suite, the Coolabah Active Composite Bond Fund (Hedge Fund) (CXA:FIXD) and the BetaShares Active Australian Hybrid ETF (ASX: HBRD). As of May 2022, CCI managed over $7.5 billion. CCI’s edge is in “alpha” generation in liquid, high-grade credit in contrast to traditional fixed-income strategies that drive returns through adding more interest rate duration risk, credit default risk, and/or illiquidity risk (or “beta”). This alpha is a function of the world-class analytical insights rendered by CCI’s human capital, which includes over 30 executives with a long-term track-record of delivering prescient macro and quant insights. CCI considers that environment, social and governance (ESG) factors are crucial inputs into its investment process and have potentially profound consequences for the performance of investments, including downside risks but also upside mispricing potential. CCI is particularly focused on ESG stewardship and activism, and is a signatory of the UN-endorsed Principles for Responsible Investment. In addition to performing proprietary internal analysis, CCI evaluates ESG research prepared by industry-leading external providers such as MSCI, Sustainalytics, S&P and Bloomberg when assessing a company’s resilience to long-term, industry-material ESG risks. Further, CCI compiles the MSCI ESG risk rating for all exposures and targets a minimum portfolio MSCI ESG rating of ‘A’.
Address
Level 25, 101 Grafton St, Bondi Junction, NSW, AU, 2022
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Organisation
Company number
Services offered
Certified products
Active Composite Bond Fund (FIXD) Smarter Money High Income Fund (SMHI) Smarter Money Fund (SMF) Smarter Money Long-Short Credit Fund (LSCF)
Approved products
