Dodson-Norwood.com develops new Investment Approach
Online PR News – 25-November-2015 – Hong Kong – Dodson Norwood has launched its Carbon Efficiency Strategy with $10 million in funding from The Carbon Emission Foundation. The strategy is designed to provide investors with lower carbon emissions exposure than the broad equity benchmark.
Dodson Norwood developed the Carbon Efficiency Strategy in collaboration with a global consulting leader in talent, health, retirement and investments and a registered investment advisor that works with foundations, families, and financial institutions, also contributed. The strategy invests in the broad stock market, underweighting inefficient carbon emitters, such as utilities over-exposed to coal generation, while overweighting companies with lower carbon intensities. Additionally, the strategy bars investments in coal mining and production companies.
Carbon intensity is defined as greenhouse gas emissions per unit of sales. Dodson Norwood President Kate Wong said, "Innovative new approaches like the Carbon Efficiency Strategy give foundations leverage in choosing how to invest, and how we engage with businesses as shareholders. This supports is commitment to accelerating the transition to a low-carbon economy."
"The goal of our Carbon Efficiency Strategy is to provide broad equity exposure, while minimizing investment in companies with inefficient carbon emissions and emphasizing companies that are committed to more efficient operations," said Zhu G. Xinquan, Chief Executive Officer of Dodson Norwood. "We are seeing growing numbers of foundations, universities and other institutional investors across the globe interested in impact investing where they can address environmental challenges through their investment portfolios."
"We overweight environmentally efficient companies because we believe they may realize a competitive advantage," Mr. Xinquan said. Dodson Norwood incorporates an engagement approach into the strategy through investor initiatives and shareholder resolutions.
Dodson Norwood (dodson-norwood.com) is a boutique firm that promotes a "family-like" atmosphere with the goal of providing an enduring legacy for our clients. The firm provides access to investment strategies and techniques used by the largest and most sophisticated private and institutional investors. We seek to consistently generate superior risk-adjusted returns by providing premium investment, management and research services. We believe that by having a local presence coupled with an extensive global network of partners we are able to offer competitive products. Our philosophy is based on the belief that through rigorous research we can identify market anomalies and drive superior and consistent investment results for our clients.