Dalton Nicol Reid added to The Emerald Wrap platform

Tuesday, November 13 2012

Dalton Nicol Reid’s Australian Equities Socially Responsible, High Conviction and Income SMA portfolios are now available on The Emerald Wrap platform.

“We’re delighted to be part of a positive initiative that supports portfolios being run in a socially aware and ethical manner. We believe there is demand for quality socially responsible products and services and the introduction of a first class investment platform based around responsible investing is a welcome development”, said CEO Harley Dalton.

The Emerald Wrap was launched in late March 2012 by The Emerald Club, with a desire to make responsible investing more attractive to Australians. The platform has received early success with support from Premium Wealth Management, Sentry and Dover Financial Advisers, not to mention a diverse mix of IFAs.

“We will continue to educate advisers that you don’t need to forgo outperformance when investing in ethical securities, it’s just another option for clients”, said Dalton.

The Dalton Nicol Reid Australian Equities Socially Responsible portfolio has outperformed the ASX200 Accumulation Index by 4.5%pa for the past 6 years (gross of fees) by concentrating on buying quality companies with a good track record of ESG and without involvement in gaming, tobacco, pornography and armaments.

“We have added Dalton Nicol Reid to our platform due to their high quality portfolio management and their strong commitment to Responsible Investing. This is evident by not only having a dedicated SRI model portfolio but also the fact that they are a signatory to the UN backed Principles for Responsible Investment(PRI) “ said Justin Medcalf, Managing Director of The Emerald Club

“We find that most managers now understand the need to consider Environmental, Social and Corporate Governance factors in their portfolio construction process, which is also the requirement of a PRI signatory.” Medcalf adds.

Dalton Nicol Reid as an independent Australian investment manager delivering client-focused, quality investment solutions to institutions, financial intermediaries and high net worth investors.


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IMPORTANT NOTE: This information has been prepared by DNR AFSL Pty Ltd ABN 39 118 946 400, an Australian Financial Services Licensee, Licence Number 301658. Whilst, Dalton Nicol Reid has used its best endeavours to ensure the information within this document is accurate it cannot be relied upon in any way and recipients must make their own enquiries concerning the accuracy of the information within. This document is not intended to provide you with personal advice and in providing this information, Dalton Nicol Reid has not taken into account your particular investment objectives, financial situation or needs. You should assess whether this information is appropriate for your particular needs, either by yourself or with your adviser. Dalton Nicol Reid expressly disclaims any responsibility or liability to anyone who acts or relies upon anything contained in, or omitted from, this document. Past performance is not indicative of future performance. Total returns shown are based on Dalton Nicol Reid’s model portfolio and have been calculated before taking Dalton Nicol Reid’s fees into account. No allowance has been made for taxation.
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