Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Register

19 April 2024

Home / Noticeboard 2021

First Sentier Investors

  •   14 September 2021
  •      
  •   

MUFG and First Sentier Investors appoint head of First Sentier MUFG Sustainable Investment Institute

Tuesday 14 September 2021: MUFG and First Sentier Investors have appointed Velina Karadzhova to lead the recently-launched First Sentier MUFG Sustainable Investment Institute.

Karadzhova will be responsible for developing the Institute’s research programme which will include macro-level research on sustainable investment topics, market trends and industry practices. The studies will look at how these developments affect the performance of companies, sectors and economies and their influence on investor capital allocation. Karadzhova will work closely with the Institute’s external advisory board of prominent sustainability academics and industry leaders, appointed to inform its research agenda and ensure its research meets high standards of rigour.

Will Oulton, Global Head of Responsible Investment at First Sentier Investors and Chair of the institute, said: “Velina‘s considerable experience in the fields of ESG-related research will be invaluable in this new role to lead and further develop the Institute’s sustainable investment research programme. The reports will promote critical, urgent and under-reported sustainability issues, while outlining actions the industry and broader society can take to help address these problems.”

Karadzhova was previously an ESG analyst and utilities sector lead at MSCI, where she was responsible for utilities sector and company research, ESG ratings, ESG methodology enhancements and developing new products.?She has also held roles as a credit ratings analyst at Moody’s and was a senior associate in audit at PwC.

The Institute was launched in May 2021 to publish proprietary, high-quality research on emerging sustainable investment topics that have yet to see significant industry focus. Its aim is to enhance industry awareness of and action on these sustainable investment themes, report on market trends and best practice, and promote a greater understanding of how such issues can impact long-term investment performance.

Its inaugural research report, titled “Microplastic pollution: causes, consequences and issues for investors”, explores the critical and growing problem of microplastic pollution, one of the most significant and neglected threats to the health of our oceans. The research outlines the important role investors can play in encouraging companies and governments to take action to prevent microplastics entering the environment.  

Publication of the next report, which will focus on the emissions of synthetic microfibers into the environment and the damage they are causing, is planned for Q4 2021.

– ENDS – 

 

Firstlinks is sponsored by:
banner

Most viewed in recent weeks

2024/25 super thresholds – key changes and implications

The ATO has released all the superannuation rates and thresholds that will apply from 1 July 2024. Here's what’s changing and what’s not, and some key considerations and opportunities in the lead up to 30 June and beyond.

The greatest investor you’ve never heard of

Jim Simons has achieved breathtaking returns of 62% p.a. over 33 years, a track record like no other, yet he remains little known to the public. Here’s how he’s done it, and the lessons that can be applied to our own investing.

Five months on from cancer diagnosis

Life has radically shifted with my brain cancer, and I don’t know if it will ever be the same again. After decades of writing and a dozen years with Firstlinks, I still want to contribute, but exactly how and when I do that is unclear.

Is Australia ready for its population growth over the next decade?

Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise. 

Welcome to Firstlinks Edition 552 with weekend update

Being rich is having a high-paying job and accumulating fancy houses and cars, while being wealthy is owning assets that provide passive income, as well as freedom and flexibility. Knowing the difference can reframe your life.

  • 21 March 2024

Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.

Latest Updates

Shares

20 US stocks to buy and hold forever

Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here’s a follow-up list of US stocks that you could own indefinitely, including well-known names like Microsoft, as well as lesser-known gems.

The public servants demanding $3m super tax exemption

The $3 million super tax will capture retired, and soon to retire, public servants and politicians who are members of defined benefit superannuation schemes. Lobbying efforts for exemptions to the tax are intensifying.

Property

Baby Boomer housing needs

Baby boomers will account for a third of population growth between 2024 and 2029, making this generation the biggest age-related growth sector over this period. They will shape the housing market with their unique preferences.

SMSF strategies

Meg on SMSFs: When the first member of a couple dies

The surviving spouse has a lot to think about when a member of an SMSF dies. While it pays to understand the options quickly, often they’re best served by moving a little more slowly before making final decisions.

Shares

Small caps are compelling but not for the reasons you might think...

Your author prematurely advocated investing in small caps almost 12 months ago. Since then, the investment landscape has changed, and there are even more reasons to believe small caps are likely to outperform going forward.

Taxation

The mixed fortunes of tax reform in Australia, part 2

Since Federation, reforms to our tax system have proven difficult. Yet they're too important to leave in the too-hard basket, and here's a look at the key ingredients that make a tax reform exercise work, or not.

Investment strategies

8 ways that AI will impact how we invest

AI is affecting ever expanding fields of human activity, and the way we invest is no exception. Here's how investors, advisors and investment managers can better prepare to manage the opportunities and risks that come with AI.

Sponsors

Alliances

Site Map

About Firstlinks

© 2024 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.