Your questions answered Vol 2 - IM Private Clients
Discussion
Here's the contents of the email 
.
Following the success of our PH Recovery Portfolio we have been working to add additional investment opportunities to our portfolios.
As part of our research we identified that environmental sustainability under strong corporate governance (ESG) has become a very important focus for businesses due to the change in demands from their target audience(s).
Our due diligence has also highlighted that brand trust is also a vital factor on top of this, so companies that can be seen to be playing their part in this approach yet still retain practices that would preclude them from obtaining a strong ESG rating are acceptable to this target demographic.
We will therefore be launching soon PH Opportunities to capitalise on this change in attitudes without the constraints of full ESG adoption required for a fully sustainable portfolio.
IM Optimum Sustainable
The core of the sustainable movement is, like all things business related, fuelled by very little other than consumer demand.
It is the younger (sub 40) demographic that businesses are very much focused on attracting and these people are highly focused on ESG issues, to such a degree that they are often happy to pay a premium price for a product or service when they consider the company offering this shares their values.
As a group this younger demographic are highly critical and vocal regarding who they will spend their money with and companies that do not adapt to their way of thinking will very much lose out to companies that do. It is also worth noting that many of these consumers are happy to pay more for a similar product or service from companies they feel they can trust.
So whilst big business addressing ESG matters is highly laudable in itself, it is also very important to remember that in the cold hard world of the pursuit of corporate growth and profit, companies who are seen to be aligned with the demands and expectations of these generations are the ones that have the most to gain.
With IM Optimum Sustainable we are seeking to take advantage of these companies to deliver strong growth over the medium to long term.
So whilst IM OS will play its own small part in backing the corporate ESG movement, it is doing so based on sound financial and economic realities, designed to maximise future returns by focusing in areas that are already subscribing to this narrative.
To meet this objective IMOS will invest in a fully managed range of fully screened global ESG trackers.
This portfolio will be regularly reviewed by our Investment Committee and the asset allocation will be altered based on our research and market development with a focus on gaining value from the ESG ethos.
This portfolio will be available from 18/06/2021
PH Opportunity
The research we have carried out in building the IMOS portfolio also identified certain individual companies that we believe will offer very strong growth potential over the medium to long term. As we carried out or due diligence and finalised our thoughts it became clear that there was very strong potential for an individual stock selection approach with a broader brief than the constraints of full ESG (as mentioned above).
Whilst we were originally going to combine both approaches in one portfolio it has become very apparent that this approach would create compromises on our investment selection decisions and that two separate portfolios that you can blend together if you so wish would be far superior in meeting our overall objectives here.
We therefore intend to add an Opportunities portfolio to our PH portfolios in the coming weeks. We are finalising our due diligence for this portfolio and will write to again to confirm the holdings prior to its launch.
.Following the success of our PH Recovery Portfolio we have been working to add additional investment opportunities to our portfolios.
As part of our research we identified that environmental sustainability under strong corporate governance (ESG) has become a very important focus for businesses due to the change in demands from their target audience(s).
Our due diligence has also highlighted that brand trust is also a vital factor on top of this, so companies that can be seen to be playing their part in this approach yet still retain practices that would preclude them from obtaining a strong ESG rating are acceptable to this target demographic.
We will therefore be launching soon PH Opportunities to capitalise on this change in attitudes without the constraints of full ESG adoption required for a fully sustainable portfolio.
IM Optimum Sustainable
The core of the sustainable movement is, like all things business related, fuelled by very little other than consumer demand.
It is the younger (sub 40) demographic that businesses are very much focused on attracting and these people are highly focused on ESG issues, to such a degree that they are often happy to pay a premium price for a product or service when they consider the company offering this shares their values.
As a group this younger demographic are highly critical and vocal regarding who they will spend their money with and companies that do not adapt to their way of thinking will very much lose out to companies that do. It is also worth noting that many of these consumers are happy to pay more for a similar product or service from companies they feel they can trust.
So whilst big business addressing ESG matters is highly laudable in itself, it is also very important to remember that in the cold hard world of the pursuit of corporate growth and profit, companies who are seen to be aligned with the demands and expectations of these generations are the ones that have the most to gain.
With IM Optimum Sustainable we are seeking to take advantage of these companies to deliver strong growth over the medium to long term.
So whilst IM OS will play its own small part in backing the corporate ESG movement, it is doing so based on sound financial and economic realities, designed to maximise future returns by focusing in areas that are already subscribing to this narrative.
To meet this objective IMOS will invest in a fully managed range of fully screened global ESG trackers.
This portfolio will be regularly reviewed by our Investment Committee and the asset allocation will be altered based on our research and market development with a focus on gaining value from the ESG ethos.
This portfolio will be available from 18/06/2021
PH Opportunity
The research we have carried out in building the IMOS portfolio also identified certain individual companies that we believe will offer very strong growth potential over the medium to long term. As we carried out or due diligence and finalised our thoughts it became clear that there was very strong potential for an individual stock selection approach with a broader brief than the constraints of full ESG (as mentioned above).
Whilst we were originally going to combine both approaches in one portfolio it has become very apparent that this approach would create compromises on our investment selection decisions and that two separate portfolios that you can blend together if you so wish would be far superior in meeting our overall objectives here.
We therefore intend to add an Opportunities portfolio to our PH portfolios in the coming weeks. We are finalising our due diligence for this portfolio and will write to again to confirm the holdings prior to its launch.
I would have thought the individual stock weightings would be considered IM's IP and they would not publish . The sectors weightings are of course disclosed.
If however they are , I would be fascinated.
On another matter, anyone else still stuck at 23 June valuations this morning ?
If however they are , I would be fascinated.
On another matter, anyone else still stuck at 23 June valuations this morning ?
Edited by PM3 on Friday 25th June 10:07
PM3 said:
I would have thought the individual stock weightings would be considered IM's IP and they would not publish . The sectors weightings are of course disclosed.
If however they are , I would be fascinated.
On another matter, anyone else still stuck at 23 June valuations this morning ?
Agree, I don't think they should publish weightings - It creates too many questions. Top 5/10 holdings ought to be enough, we find out the following day if we're up or down overall If however they are , I would be fascinated.
On another matter, anyone else still stuck at 23 June valuations this morning ?
Edited by PM3 on Friday 25th June 10:07
It shouldn't impact even short term planning(I'm aware other funds publish exact weightings)
B9 said:
PM3 said:
I would have thought the individual stock weightings would be considered IM's IP and they would not publish . The sectors weightings are of course disclosed.
If however they are , I would be fascinated.
On another matter, anyone else still stuck at 23 June valuations this morning ?
Agree, I don't think they should publish weightings - It creates too many questions. Top 5/10 holdings ought to be enough, we find out the following day if we're up or down overall If however they are , I would be fascinated.
On another matter, anyone else still stuck at 23 June valuations this morning ?
Edited by PM3 on Friday 25th June 10:07
It shouldn't impact even short term planning(I'm aware other funds publish exact weightings)
PM3 said:
I would have thought the individual stock weightings would be considered IM's IP and they would not publish . The sectors weightings are of course disclosed.
If however they are , I would be fascinated.
On another matter, anyone else still stuck at 23 June valuations this morning ?
I can do some digging into this if you want me to? Drop me an email directly and I'll get the team onto it for you. If however they are , I would be fascinated.
On another matter, anyone else still stuck at 23 June valuations this morning ?
Edited by PM3 on Friday 25th June 10:07
KR
Coops
CoopsIM said:
I can do some digging into this if you want me to? Drop me an email directly and I'll get the team onto it for you.
KR
Coops
Thanks, Its ok as I am just fiddling with my mega spreadsheet where I track things in parallel . I used the base weightings for the sectors and scenario build to pull out what I figure is the approximate individual weighting based on the PHE actual value returned and the values pulled from the markets . KR
Coops
Helps me with my more reckless picking in a smaller personal portfolio of similar stocks ...and see how Mr rank amatuer perfoms against the outright profesionals at IM !
Edited by PM3 on Friday 25th June 10:30
PM3 said:
Thanks, Its ok as I am just fiddling with my mega spreadsheet where I track things in parallel . I used the base weightings for the sectors and scenario build to pull out what I figure is the approximate individual weighting based on the PHE actual value returned and the values pulled from the markets .
Helps me with my more reckless picking in a smaller personal portfolio of similar stocks ...and see how Mr rank amatuer perfoms against the outright profesionals at IM !
You're a braver man than I!! I just went with OGG and just left it at that Helps me with my more reckless picking in a smaller personal portfolio of similar stocks ...and see how Mr rank amatuer perfoms against the outright profesionals at IM !
Edited by PM3 on Friday 25th June 10:30
CoopsIM said:
PM3 said:
I would have thought the individual stock weightings would be considered IM's IP and they would not publish . The sectors weightings are of course disclosed.
If however they are , I would be fascinated.
On another matter, anyone else still stuck at 23 June valuations this morning ?
I can do some digging into this if you want me to? Drop me an email directly and I'll get the team onto it for you. If however they are , I would be fascinated.
On another matter, anyone else still stuck at 23 June valuations this morning ?
Edited by PM3 on Friday 25th June 10:07
KR
Coops
Jasey_ said:
PM3 said:
On another matter, anyone else still stuck at 23 June valuations this morning ?
yep.Hamsters must be on strike.
Gassing Station | Finance | Top of Page | What's New | My Stuff