ELM Research
At Elm Responsible Investments, we are committed to providing in-depth research and analysis to our clients. Our team of experienced professionals stays up to date with the latest market trends and developments to deliver comprehensive reports and insights.
Mining for a decarbonised world - Part 2
The second of a two part analysis of critical minerals needed in order to decarbonise the world. This is important for sustainable, ethical and responsible investment funds particularly those that target impactful investing.
Mining for a decarbonised world - Part 1
The first of a two part analysis of critical minerals needed in order to decarbonise the world. This is important for sustainable, ethical and responsible investment funds particularly those that target impactful investing.
CSL’s R&D Day
A discussion and analysis of biotechnology company CSL's recent research and development day. We were provided with more information on how the company is positively impacting the lives of their patients, highlighting the importance of the company for sustainable, ethical and responsible investors.
Finding great companies and great investments
Learn how we find great companies which are also great investments. Great companies have strong competitive advantages and are positively impacting society and the environment, important characteristics for sustainable, ethical and responsible investment funds.
Intangible assets, a source of out-performance
We think analysing company intangible assets can lead to portfolio out-performance, and why this is an important topic for sustainable, ethical and responsible investment strategies.
CSL’s unique and responsible strategy
CSL, the leading Australian biotechnology company has a unique and responsible strategy. We discuss why their strategy fits well with our sustainable, ethical and responsible investment strategy focused on investing in impactful companies.
Pro Medicus’ sustainable long-term competitive advantages
Discussion of leading health technology company Pro Medicus' sustainable long-term competitive advantages and why the company fits our investment and sustainability processes.
Xero - growing subscribers during the pandemic
Accounting software provider Xero showed strong subscriber growth during the pandemic, and helped their SME customers through the challenges of COVID-19. We explain why the business is robust and how they are positively impacting society. These are important considerations for sustainable, ethical and responsible investment funds.
Infratil and transitioning to renewable energy
The social infrastructure and renewable energy developer Infratil is helping the world transition to a more sustainable future. As a sustainable, ethical and responsible investment fund focused on identifying impactful companies, Infratil is an exciting portfolio holding.
Cochlear’s ROI to society
Learn how cochlear implants help individuals and benefit society, and what are the important factors for sustainable, ethical and responsible investors looking to invest in impactful companies.
Fisher & Paykel Healthcare August 2020 ASM
Medical device company Fisher & Paykel Healthcare held their 2020 ASM recently. Learn about how the company is positively impacting their patients, and why it is an important holding in our sustainable, ethical and responsible investment strategy focused on investing in impactful companies.
Tech boom or bust
Analysis of the outlook of tech companies in 2020 and how it might impact sustainable, ethical and responsible investment funds.
Xero as a long-term investment
The cloud accounting software provider Xero has compelling financial metrics. We discuss why we think it is a compelling investment for long term shareholders that are also sustainable, ethical and responsible investors.
Why we prefer IFT over RIO
We discuss why we prefer the social infrastructure and renewable energy developer Infratil over Rio Tinto, and outline the important considerations for sustainable, responsible and ethical investors.
Looking for the ‘network effect’
What is a network effect, and why it is so powerful for sustainable and responsible investors.
People, culture and remuneration
For sustainable and responsible investment managers, it is important to consider the people running companies, the culture and the remuneration structure.
How to construct an evidence-based portfolio
Learn how we use statistics to construct an equity portfolio.
Equity market observations
A discussion on equity market observations and how we incorporate that into our ethical, high-impact investment process.