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.
Investing in impactful companies
Explanation of how we measure impact using IMP's classification system and five dimensions of impact.
Personalised mRNA cancer vaccine
Moderna and Merck are making progress on developing a personalised mRNA cancer vaccine
Ethical Investment Jan 23 Global Report
ELM Responsible Investments Global Fund's January 2023 Monthly Report includes portfolio performance, investment market trends, sustainability and responsible investment insights and how our portfolio companies are making a positive impact on society and the environment.
Ethical Investment Jan 23 Australia & NZ Report
ELM Responsible Investments ANZ Conviction Fund's January 2023 Monthly Report includes portfolio performance, investment market trends, sustainability and responsible investment insights and how our portfolio companies are making a positive impact on society and the environment.
Ethical Investing | Tesla Thesis
As responsible and sustainable investors, we continue to stay invested in Tesla due to their positive impact on the environment, and their numerous strong and sustainable competitive advantages
COP27 outcomes
Outcomes from COP27 are important for responsible and sustainable investors, society and environment
Energy security
The United Nations released the Emissions Gap Report 2022 this month, and the outcomes were concerning for responsible and sustainable investors, society and the environment.
Our overview of the current bear market
Historic bear markets vary in length and severity, but the recovery afterwards is consistently strong and therefore as responsible and sustainable investors, we need to stay invested in the equity market.
Sea Limited
Sustainability and impact analysis as well as financial analysis of Sea Limited.
COH - FY21 Results
An analysis of Cochlear's FY21 financial results and discussion of the progress made on sustainability goals.
Square + Afterpay
A discussion of Square's acquisition of Afterpay, covering the financial benefits as well as the social impact the combined company can have on the public.
NWL - FY21 Results
Discussion of the FY21 results for Netwealth, and an analysis of their sustainability goals.
LIC - FY21 Results
Analysis of Lifestyle Communities' FY21 results including financial performance and social impact the company has on society and environment. These are important topics for responsible and sustainable investment managers.
Orsted – investing in renewable energy
A discussion about Orsted, and why it is such an impactful company worthy of investment in a sustainable and responsible investment fund.
Pro Medicus - FY21 Record revenue and profit
Discussion about Pro Medicus and their FY21 results which delivered record revenue and profit. Also includes a discussion about the sustainability and impact of the company, and why it is worthy of investment for a sustainable and responsible investment fund.
Investment case for Eroad
Discussion of the investment case for Eroad and their positive environmental impact, an important consideration for sustainable and responsible investment funds.
Square - digital banking and network effects
Discussion about Square's digital banking and network effects, and the long runway for growth. We also discuss the social impact of digital banking, an important factor for sustainable, ethical and responsible investment funds.
Tesla - shareholder and environmental benefits
Discussion about why Tesla is a compelling investment for sustainable, ethical and responsible investment funds given the company's strong environmental impact.
Inflation, interest rates and our investing style
Discussion of the impact of inflation and interest rates on our investment style and strategy focused on sustainable, ethical and responsible investing focused on identifying the most impactful companies.
IFT Investor Day
Discussion and feedback from the social infrastructure and renewable energy leader Infratil, and why it is such an important company for sustainable, ethical and responsible investment managers focused on impactful companies.