Maitiro anogadziriswa iye zvino kusinganzwisisiki mune zvemari
Nekuwedzera kwekuwedzera mukutsvaga kwekuchengetedza, zvakakosha kuona hutano hwakanaka hwemari yezvizhinji zvemari zvichienderana.
Kunetseka pamusoro pekuchengetedza kwevanhu munharaunda yekusimudzira mari mune zvekurima kune imwe nzvimbo yakanyatsogadzikana inobva munhoroondo yekusaongorora kusina kunaka.
Semuenzaniso, chidzidzo ichi kuburikidza nekutsvaga kwekutsinhanisa mari yeWilshire Associates nhoroondo dzeBillions yeDhora dzakarasikirwa neCalPERS kwekufamba kwenguva nekuda kwekuparadzana kubva kumativi akadai sefodya.
Mitemo yeFiduciary duty pamwe chete nemafungiro ekubvisa kushandiswa kwakadaro patafura yakaita kuti vazhinji vatarise imwe nzira kubva pakusarudzwa kwekusimudzira mari.
Nenzira inofadza, panguva iyo kuyerwa kwemari kwakakwirira, kuisa mari kusingagumi kwave kuchiita zviri nani pane zvemari.
S & P 500 yakanga ichikwira zvishoma kudarika 1% mukati mehafu yekutanga ye 2016 uye yakasiyana mukati memwedzi mishomanana yapfuura ichive iri pasi pegore, kana kuti yakadzika, kana kuti yakaguma kusvika kupfuura + 1.28%, uye ramba uchifunga izvi iri pamberi pemari ipi yekugadzirisa inoshandiswa nemumwe mutariri wemari kana mutengesi.
Vanhu vakawanda kwazvo vanotarisana nehurumende yehurumende inowirirana muUnited States, nechokure, maererano nehupfumi, ndiyo Parnassus Core Equity Fund ikozvino inoshandisa mari inodarika $ 13B muzvinhu, uye iyi chikamu chaive + 3.34% yezvikamu izvi zvakapfuura zvakapfuura 6 dzakanaka kunze kwemashoko makumi maviri nematanhatu.
KuByunivhesiti yeByunivhesiti, takatanga kushanda naParnassus mune ichangobva kuendeswa kuBlack University Sustainable Investment Fund iyo ine chinangwa chekubhadhara mari pachinzvimbo chekuwana nzvimbo dzakanakisisa dzemagariro nemagariro, saka zvakanakisisa kuona Parnassus achienderera mberi kuita zvakasimba.
Kubva musi waJuly 23, 2016, uyewo, zvikamu 5 zvekupedzisira takazviisa sekirasi semari yakawanda yekusimwa mune zvemari uye kubva pakugadzirisa maonero uye izvo zvinotevera:
Hannon Armstrong, Xylem, Alphabet, 3M, Applied Materials
Aya makambani mashanu ari kukwira + 18.27% sehomwe yeporofisi yakaenzana, zvichienderana neS & P 500 + 7.9% kubvira pakati paMarch apo izvi zvakatanga kurongedzwa uye kuvhota nevadzidzi vedu.
Takanga tanyora kare pano pamusoro peParnassus, Bay Area-based investment investment, iyo yave iri mari yakawandisa kunze kwekuti vatungamiri vakawanda vari kushingaira vave vachigadzirisa zvikwereti zvavo.
Kutaura zvazviri, 15% chete yemari yakakura-value inoshandiswa mari iri kutema mararamiro avo pamusoro pegore rapfuura sezviri pachena.
Uye saka nzvimbo yakakwirira yakagadzirirwa kuisa mari, asi kuburikidza nokushanda kwekuchenjera kweEGG neunyanzvi uye hurongwa hwakanaka, kusagadzikana kwezvemari kunokwanisika uye kunokwanisa kuedzwa uye kubudirira apo dzimwe dzakawanda dzimwe nzira dzakafanana pasina kushandiswa kushandiswa dziri kutambura.
Imwe Parnassus fund, Endeavor, yakanga iri mari yakawandisa yekusimudzira mari yezvikwereti zvemazana gumi apfuura, kurova zviratidzo zvayo, uye Parnassus sekuzara iye zvino anotarisira chimwe chinhu chakaita $ 15 Billion kubva kubva pasi pe $ 1 Billion kumashure muna 2007.
Uyewo kuita zvakasimba ndiro TIAA-CREF Social Choice Fund, iyo ndiyo yechipiri yakakura yevanhu inotarisana nemari yerudzi rwayo paanenge $ 2.7 Bhiriyoni muzvinhu, asi inomiririra kudarika $ 16 Billion yezvigadziro kana iwe ukasanganisira mabhuku ega ega, saka zviri pachena kuti ichi chikuru pane zvose Investment inoramba iine mari, zvichida pasi rose, chero ipi zvayo yakachengetwa.
Iko rudzi rwekusimba kwehutano hunoita nhamba kunongokurumidza kufarira kufarira mumunda.
Zvimwe zvidzidzo zvinoratidza kusagadzikana kwemari kwemashoko akadai sebhodhi yehutano hwakasiyana-siyana inobatsirawo kuwedzera kukosha kwevatengi.
Izvo zvinotanga kuitika kusava kutengesa ESG sekuwedzera kukuvadza kana isingarangarirwi, kunyanya kana iwe uchifunga, somuenzaniso, mutengo unogara usingagumi wamafuta. Kungoita mari sekuti kana bhizimisi sezvinowanzoitika zvicharamba zvisinganzwisisiki, zvikuru kana kana kuburikidza nekusiyana kwehupenyu mukuchengetedza chete, une mukanhu wekutora mhuka dzesango dzakanakidzwa nemakambani akadai seTesla Motors, asi kana iwe usingadi kuparadzanisa, iwe unorasikirwa tsanangudzo.
Vane simba zvikuru vezvemari pamusangano uyu wakachengetedzwa neBloomberg ndivo Calvert Long-Term Income Fund (+ 11,8% yeA investors) uye Calvert Global Water Fund (+ 10,78% yeA share investors).
Izvozvi marudzi ezviratidzo zvakasimba zvekubhadhara mari mune imwe nzvimbo yefasi inoratidza kuti vashandi havafaniri kutarisa chete mari yekuenzanisa asiwo zvimwe zvikamu zvekutsvaga zvakadai sezvisungo, zvivakovheni uye hutano hwevamwe, izvo zvingava zvakaoma kuti munhu wega wega awane, asi iyo inogona kuva mukana mukuru wezvidiki zviduku zvemakambani.
Uyewo gara uchifunga mupfungwa kuti mari yaunowana inoshandura zvinoshamisa nekambani. Sezvo pane iyi yekutanga FactSet link, simba rekambani yemari yakawira 77% gore negore, kuwa kukuru kwazvo, uye kufungidzira kwemafashoni emagetsi muhutano hwemagetsi uye kushandiswa kwemaitiro pamwe nekuwedzerwa kwekuwedzerwa kwatakawana munguva ichangopfuura muU.S.
Kuchengetedza Kusingagumi hakusi kungotarisana nematambudziko aya asiwo nzira yekuwana Alpha, mune dzimwe nzira yekutanga.
Asi isu tinofanirawo kufunga nezvekupera kwemakore gumi kweGeneration Investment Management, sekune Parnassus, kuratidza kuti Kukosha kwevatengesi kushandiswa mukuchengetedza kwave kuchiita zvakanaka kwekanguva ikozvino.
Mukirasi yedu yeBrown, sezvakataurwa, tawana Hannon Armstrong naXylem kuti vave sarudzo dzedu mbiri dzakanakisisa, uye ivo vari kukwira + 22% uye + 23% zvichienderana nekuti vakasarudzwa pamakirasi edu ekirasi.
Izvi zvinowanzogadziriswa emakambani emagetsi emagetsi ezvinyorwa zviitiko zvedu zvakanakisisa, kubatana nekusimudzira uye mari / bhizinesi nyaya, uye makambani aya anoshandiswa nekuchenjerera uye nekuchengetedza, kwete kuedza kuzviendesa mberi.
Kusiyana kweizvi kune kusinganzwisisiki mari yekutsvaga mari yekutsvaga kwekutanga kwegore ra2016, iyoCalvert Global Energy Solutions Fund, pasi pe7,9% yeA share varairidzi panguva iyi peroid. Iko mari inojekesa kubhadhara kusingabatsiri pamabhizimisi anowanzogadziriswa sezvinoenderana nehuwandu hwemashoko echangobva kuitwa.
BlackRock pakutanga akanga ane ruzivo rwakafanana kana rwuri muEurope yeNew Energy Fund, iyo ndiyo yeEurope yakawanda yakachengetedza mari, asi iyo inoshanda yakashandura munguva ichangopfuura uye ikozvino yava 4 Star Morningstar fund. Parnassus anochengetedza nharaunda yayo yechishanu, Calvert inowedzera yebhagi rakavhenganiswa.
Pachikwama chekubhadhara mari, kunyange mune imwe sangano rezvemari, zvinogona kunge zvisina kukwana kana kushanda zvakanaka kwehutano hunogara huripo, asi nekusimudzira uye unyanzvi hunoshandiswa ipapo hazvifaniri kuva nehombodo yekufunga kuti kudzoka kuri kusara patafura.
Kusiyana neizvi, mari yakakura uye yakanyanyisa mari yakawanda kwazvo ikozvino, uye nedzimwe nyaya dzakadai sekusagadzikana kwezvemari kuWest, kuwedzera kweboka reAsia uye nyaya dzinotarisana nepamusoro-soro dzakadai sekushanduka kwemamiriro okunze pakatarisana, kuparadzanisa mukutsvaga kwekuchengetedza iyo inofungidzirwa uye yakawanda inhamba kuva nzira yakanakisisa mberi.
Kunetseka pamusoro pehuwandu hwemashoko eEGG uyewo huripo uye huri kukura zvakanyanya nezuva, saka kutyisa kwekutsvaga kwakakundikanawo. Kusimudzira Kusimudzira haisi nyore nyore bhodhi apo makambani anoshandisa nzira itsva dzakaita semotokari isina kutyaira, kunyanya muchivande, saka kuziva makambani kunokosha zvakakosha.
Izvi zvinopesana nokurwisana, kunyanya kudyara kwekugadzirisa zvinogona kuonekwa sekununurwa kwekushanda kwekushanda zvakanyanya. Ndezvipi izvi zvekunyengedzera kwekutsvaga -kutsvaga kwekutsvaga kwekugara kwakagadzirisa mukana wemari yemabasa emari uye inogona kuchengetedza mabhizinesi avo zvachose.
Nhau huru ndeyokuti izvi zvinobatsira zvakatipoteredza uye zvemagariro pamwe chete - regai munhangemutange kuhutano hutange.