Emilie O’Neill

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349 appearances 1 recordings 1 series first heard Dec 2022 last heard Dec 2022

Emilie O’Neill’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · 🌏 Investing for impact: greenwashing, ESG filters & company engagement · 19 Dec 2022 podcast

And that's a big part of what we do in the Perennial Better Future Fund.

And that is basically a function of being an active investor.

So because we have the ability to make an investment decision,

So we can either choose to buy a stock or once we've bought it, we can actually sell out.

Companies are really interested in what we have to say about sustainability because they want us to keep our money in their company because that's going to drive share price changes.

So for example, in 2021, we had 10 portfolio companies appoint additional female directors to their board based on our engagements.

So you can see that there's a really tangible benefit to engagement in driving positive outcomes.

We are also 80 percent less carbon intensive than the small ordinaries, which is our benchmark.

So you can see that our decisions have actually led to a portfolio that is a lot lower emission intensive than what you would invest if you're investing in the small caps ETF, for example.

So the other key areas that we actually are able to divest if we see any ESG red flags, whereas a passive fund may not be able to do that.

So we can monitor a company, we can talk to a business, we can look at news reports.

If there's

a few things that just seem to not be right, we can actually make the decision, okay, we don't want to hold this anymore.

We think this may be reflective of bigger issues in the business we're actually going to sell out.

And we can do that as active managers, whereas you can't as much do that in passive.

And on the opposite side of that, we can actually take advantage of opportunities, both from a price and valuation perspective, but also from an ESG perspective.

So if we come across a company that we think is doing some really interesting things, for example, in waste management, we can actually make the decision to buy that.

So it just gives us a lot more flexibility and scope to, I think, have real world outcomes on our investment.

It's a great question.

And we have a bit of a mix, I guess, companies that want to engage with us and actually see the benefits to driving better sustainability outcomes are the types of businesses we want to invest in.

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