Monthly Investment and Research Commentary – May 2016

Country Ranking Trends The temporary stall of governance improvements around the world continues. During May Magni Research identified no changes in scores for any of the countries in the developed or emerging markets. Magni is looking to see the extent to which the global trend of populism among political figures, along with their rhetoric, is […]

Read More

The “G” in ESG – Magni’s Perspective

March 2016 While the origin of Responsible Investing dates as far back as the 1500’s, in the 1960’s the term Socially Responsible Investing (SRI) was adopted. In the late 1990’s, SRI began to incorporate other factors, including environmental, social, and corporate governance (ESG). The launch of the United Nation’s Principles of Responsible Investing (PRI) helped […]

Read More

Is Saudi Arabia ready to Capitalize on Potential Upgrade to Emerging Market Status?

This article by CEO Kurt Lieberman originally appeared in Finance Forward, November 23, 2015. This article explores the readiness of Saudi Arabia to be included in the emerging markets and specifically compares it to the other majority Muslim countries in emerging markets– Egypt, Indonesia, Malaysia, Qatar, Turkey and United Arab Emirates. In a recent article Magni […]

Read More

Magni Becomes Signatory to United Nations’ Principles for Responsible Investment

FOR IMMEDIATE RELEASE July 17, 2015 – As part of its pioneering work in country-level governance, Magni Global Asset Management (Magni) today announced that it has become a signatory to the United Nations-supported Principles for Responsible Investment (PRI). The PRI is a global network of asset managers, owners and service providers working together to put […]

Read More

The Social Progress Imperative and Magni Global Asset Management- Does Combining Their Research Create a Better ESG Model?

Saint Paul, Minnesota – June 5, 2015 – Magni Global Asset Management provides management and advisory services based on the belief that Countries Matter™ when investing internationally and applies its proprietary research-driven investment strategy to create global equity portfolios. As part of its research, Magni ranks the investible countries of the world. When Magni discovered […]

Read More

Monthly Investment and Research Commentary – March 2015

Country Ranking There was one change in the Magni Country Scores from last month: Spain was upgraded (the update is described below). South Korea and Japan have seen their scores rise the most in the past 12 months, followed now by Spain as the third largest gainer in that time. Egypt and Thailand have been […]

Read More

Why is it all about that G, not the S (or even the E) in investing? OR What would Meghan Trainor Have to Say About International ESG Investing?

This isn’t a trick question. Rather, it’s the surprising conundrum many investment managers are having when it comes to global investing for their clients. There simply isn’t clear direction to choosing the “right” stocks. Does relying upon traditional company analysis work for international companies and their stock? Political, geographic and economic unrest serve to complicate […]

Read More

Why is it Important to be Positive When Doing Responsible Investing?

A value-based approach to constructing investment portfolios, with roots back to the 1500’s, became known in the 1960’s as Socially Responsible Investing (SRI). Initially, such portfolios were mostly constructed using a negative screen to exclude companies that were inconsistent with a particular set of values, such as religious, social, ethical or environmental issues. In the […]

Read More

What is Next for SRI/ESG Investing?

Responsible Investing seeks to both align investments with values and obtain attractive returns. While studies found little consistent predictive power from commercially-available screens of companies based on environmental, social and corporate governance (ESG) ratings, increasingly the historical perception that Responsible Investing investment products deliver subpar performance is diminishing. Given the large and growing demand of […]

Read More

Does South Africa beat Switzerland in SRI and ESG Investing?

March 2015 As a result of increasing Responsible Investing mandates (including SRI and ESG) from clients, advisors are looking for new approaches to global equity investing On average, developed countries are better for such mandates than emerging countries, though not all countries in each grouping are equal Without widely available international investment analysis, news events […]

Read More