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
ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors.
The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions.
With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment between the parties.
Industry body SIAA has said the falling number of financial advisers in Australia is a key issue impacting the attractiveness and investor participation of both public and private markets.
