POWERED BY MOMENTUM MEDIA
ESG
Funds management
The rise of index-based strategies and exchange traded products shows a major shift in market and has grown in tandem with adoption of responsible investing principles, a...
Financial planning
Some $3.5 trillion is expected to be passed onto the millennial generation over the next 20 years and will be a new client pipeline for advisers, according to BT. ...
Funds management
The fund manager has set up a taskforce to meet the goal, which is in line with the Paris Agreement....
Tools & guides
As Governments worldwide try to revive their economies after the pandemic, infrastructure can be crucial to helping countries to recover, writes Nick Langley....
People & Products
Jessica Cairns has been appointed to the newly-created role which will support its effort to integrate ESG-related matters across its domestic and global equities funds....
Funds management
Fund managers should avoid ignoring energy companies as they will be vital as Australia transitions to decarbonisation....
Funds management
Issues such as narrow sector issuance, currency issues and credit quality are starting to be addressed to allow the asset class to play a good role in portfolios, accordi...
Funds management
The acquisition would include Parametric and Calvert and will be finalised in the second quarter of 2021. ...
Funds management
Only one sustainable/ethical global bond fund has failed to make a return since the start of the year compared to 29 standard global bond funds, according to data. ...
Features
Funds are unlikely to be deliberately guilty of greenwashing but nevertheless, writes Laura Dew, they need to have transparent processes in place to prevent investors fee...
Expert Analysis
Nicholas Condeleon and Måns Carlsson question if the COVID-19 pandemic and associated risks has increased people’s interest in sustainable investment?...
Expert Analysis
The focus on sustainable investments, from investors and regulators, has reached a tipping point. This provides both challenges and opportunities for financial advisers, ...
Funds management
Although climate change is one of the main drivers for ethical investing, there are not a lot of funds investing in renewables and alternative energy. ...
Funds management
Robeco will extend its exclusion of investments in fossil fuels to all funds, not just its sustainable range, with the aim to divest completely by Q4....
People & Products
Arrow will have use of Nucleus’ digital advice platform Nucleus Wealth Fusion, a robo-advice platform with active management and environmental, social and governance filt...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...