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Thank you for participating in this research on ESG practices and products in the Australasian Equities market.
We intend to use the responses to this questionnaire to:
a) update your firm’s ESG profile in our JANA manager database and distribute responses to current and prospective investors in your firm’s products, and
b) as a database for ongoing JANA research on ESG. We intend to collate the data provided and report on the aggregate responses only. Individual manager names will not be published in any broad market research published by JANA, unless prior authority is sought in writing.
Please complete the questions that follow for your flagship Australian/New Zealand (as applicable) Equities product, to reflect your organisation’s philosophy, rationale and approach to ESG, and separately for each values driven or sustainable investment product (as applicable). Most of the answers are of a tick-box form, although we invite you to provide additional comments where relevant. You may select more than one answer, as appropriate to best reflect your firm’s situation.
Please note that JANA does not rate investment managers or products. Responses to this questionnaire will be used for information only, and not to evaluate your strategy.
We would be grateful if you could return your responses by 31 January 2011.
By providing us with a response to the questionnaire, you acknowledge agreement to the uses of the material as set out in (a) and (b) above. If you have any questions related to the completion of the survey or the intended application of the responses, please contact Cindy Tan ([email protected]).
We look forward to receiving your response and again, thank you for your participation.
Kind regards,
Anna Shelley, Head of Australasian Equities
Denise Healey, Head of ESG Research
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