Pendal shares advisers’ responsible investing stories
Pendal has launched a campaign that shines a light on financial advisers and the role they play in creating positive change through responsible investing.
The ‘future is worth investing’ campaign featured seven independent financial advisers around Australia, capturing stories about their interaction with disadvantaged community members benefiting from impact investing.
Pendal Australia chief executive, Richard Brandweiner, said: “We’ve long been inspired by the role financial advisers play in our community — not just building a strong financial future for clients, but by touching people’s lives in many different ways.
“We may just have seen Australia’s first environmental social and governance (ESG) election and it’s increasingly clear that we all have to play a role in shaping the planet’s future, as we go about shaping the future of our clients. This broader sense of purpose came to the fore this year when we asked advisers what made them proud.”
Pendal’s campaign presented the personal stories of its selection of advisers and how they were helping their clients invest in making the world a healthier place, told through a series of videos and photos.
The campaign showcased what responsible investment could do, taking advisers on a journey to meet recipients of affordable housing – funded by the social bonds they invested their clients’ money in.
“With this campaign, we hope to encourage more advisers to consider responsible investing options as part of their conversations with clients,” Brandweiner said.
“We wanted to feature real advisers in our campaign. We uncovered deeply emotional stories and we’re proud to be able to highlight the amazing outcomes they helped create.”
AUTHOR
Liam Cormican
Recommended for you
Unregistered managed investment scheme operator Chris Marco has been sentenced after being found guilty of 43 fraud charges, receiving the highest sentence imposed by an Australian court regarding an ASIC criminal investigation.
ASIC has cancelled the AFSL of Sydney-based Arrumar Private after it failed to comply with the conditions of its licence.
Two investment advisory research houses have announced a merger to form a combined entity under the name Delta Portfolios.
The top five licensees are demonstrating a “strong recovery” from losses in the first half of the year, and the gap is narrowing between their respective adviser numbers.
