SRI Asia

Product One: Passive management options for Socially Responsible Investing (SRI) in Asia:

The OWW ResponsibilityTM SRI Asia Index Series allows fund managers to offer passive management or “index tracking” products to their clients.

This service allows funds to bring Asian SRI Stocks into their portfolios quickly and at low transactions costs – our index tracking service is offered at only 2-3 basis points of total fund assets.

Product Two: Active management options for Socially Responsible Investing (SRI) in Asia:

The OWW ResponsibilityTM SRI Asia Index Series and the OWW ResponsibilityTM Asia SRI Company Database can be used to create new bespoke Asian SRI Funds from the outset.

This can be done using existing cash under management or by attracting new cash funds.

Active Asia SRI Funds can be created as “Thematic Funds” such as:

• Regional or country-specific Asia SRI Funds – covering all or specific sectors and firms,
• Asia Clean-Tech Funds – focussing on firms using or developing zero carbon emission technologies,
• Asia Environment Funds – focussing on firms with low environmental footprints and/or demonstrably good environmental performance,
• Asia Good Governance Funds – focussing on firms with excellent and transparent Corporate Governance records and reporting practices,
• Asia Human Rights Funds – focussing on firms that actively promote Human Rights in Asia.
  

Product Three: Socially Responsible Investing (SRI) Screening for Conventional Investment Funds

Often, fund mangers do not want the expense of creating new Asia SRI Funds but prefer to turn their existing funds into SRI compatible products in stages.

The OWW Responsibility^TM Asia SRI Company Database can be used to screen existing funds with a view to identifying poor Asia SRI Stocks and replacing them with good Asia SRI Stocks in stages.

This service allows fund mangers to progressively “clean” their fund portfolio over a manageable timeline. Once funds have shifted to good SRI Stocks they can be accredited as de facto SRI Funds.

Product Four: Research on Socially Responsible Investing (SRI) in Asia

Our in-house research team provides background information on the Asia SRI market and the Environmental, Social and Governance (ESG) performance of Asian companies including:
Summary reports,

In-depth full assessment reports which provide benchmarking relative to:

• The international standards set by leading equivalent companies chosen from members of FTSE4GOOD or the Dow Jones Sustainability Index,
• The ESG performance of leading comparable companies in Asia,
• The ESG performance of a leading CSR performer in Asia which reports to GRI standards and is a member of an international SRI Index.

Macro research on the Asia SRI market which covers:

• The size and scope of SRI in Asia,
• The performance of SRI Stocks in Asia,
• The profile of SRI investors in Asia,
• The potential for growth,
• Risks and opportunities.