Providing Exposure to Socially Responsible Investments: Manmeet Bhatia, Chief Investment Officer and Portfolio Manager at OceanRock Investments, Inc., Interviews with The Wall Street Transcript

Wall Street Transcript

67 WALL STREET, New York - July 9, 2013 - The Wall Street Transcript has just published its Investing Strategies Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

Topics covered: Bottom-Up Stock Selection - Cyclical Sectors, Exposure to Emerging Markets - Large-Cap, Deep-Value - Value Oriented Strategy - High-Quality Companies - Value Investing, Deep Value - Longer-Term Investing

Companies include: SRI companies and many more.

In the following excerpt from the Investing Strategies Report, an expert portfolio manager discusses his portfolio-construction methodology and his investment philosophy:

TWST: Would you give us an overview of your different investment products in both the traditional and the SRI categories?

Mr. Bhatia: Our focus was centered on creating similarity between our two offerings. For example, we want to have a Canadian equity fund through the Meritas family and similarly, a Canadian equity fund through OceanRock. The choice for investors then becomes a combination of the desired subadviser and, to a large extent, whether the investor has a preference for how much SRI exposure they want in their portfolio. We offer individual Canadian, U.S. and international equity funds, along with a Canadian bond fund that is split between a core sleeve, with the benchmark being the DEX Universe Bond Index, and a credit sleeve, which uses the shorter-duration DEX Corporate Bond Index as its benchmark.

Essentially, our most compelling offering is the range of OceanRock and Meritas portfolios in our lineup. We have amalgamated combinations of our mutual funds into six portfolios within each fund family. These portfolios offer a strategic asset allocation, as well as rebalancing and an option for a tax-efficient income stream. Our portfolios range from 20% to 100% equity exposure, depending on both an investor's individual risk tolerance and time horizon, and provide investors the ability to allocate 0% to 100% to SRI. Also, I believe we are the only...

For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

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