weight) Fund Style Analysis Performance-based Holding-based Transaction-based For today presentation, domestic equity funds are studied in 2 areas. Active Management Style Fund Similarity Market/Index
. IMPLICATIONS FOR ASSET MANAGERS 5 1. Portfolio Innovation: Clients adding exclusions and carbon intensity limits to portfolios. 2. Active Ownership: We engage with companies to encourage more and better
investors have a unique leadership opportunity to encourage appropriate behaviours by their investee companies. They should play an active role as responsible investors, promoting corporate governance and
(passive management/index tracking) − aiming to achieve higher performance than the benchmarks (active management) − aiming to achieve performance relative to those of the master fund (passive management
to achieve performance by tracking the benchmarks (passive management/index tracking) − aiming to achieve higher performance than the benchmarks (active management) − aiming to achieve performance
performance by tracking the benchmarks (passive management/index tracking) − aiming to achieve higher performance than the benchmarks (active management) − aiming to achieve performance relative to those of the
analysis and decision-making processes 2 We will be active owners and incorporate ESG issues into our ownership policies and practices. 3 We will seek appropriate disclosure on ESG issues by the entities in
resources and liquidity to bear all of the risks of an investment in the Notes, including where the currency for principal, premium or interest payments is different from the potential investor's currency
promise any level of performance or guarantee against loss of principal. Past performance is not indicative of future results. The securities described do not represent all of the securities purchased, sold
Auditor /2 - - - - 1 - Financial advisor - - - - - - Supervisor of financial advisor - 1 - - - - Valuation Company - - - - - - Principal Valuer - - - - - - Grand Total 0 7 12 0 5 10 /3 In 2020, there were 2