ESG
Funds management
Investors in Australia and New Zealand allocated US$640 million to sustainable funds in the third quarter of 2024, reversing outflows of US$555 million in the previous q...
Features
As ESG and sustainable funds continue to suffer outflows and the regulator cracks down on greenwashing, there has been a notable downturn in the number of launches and st...
Funds management
Demand for ESG ETFs has declined, with Global X reporting that the popularity of ESG funds is at the lowest level since 2014....
Funds management
Schroders is to close the wholesale class of a global equity fund, while a sustainable one will be repositioned as an ESG one in light of higher sustainability criteria i...
Funds management
Australian and New Zealand sustainable funds saw outflows of more than $1.2 billion in the second quarter of 2024, according to Morningstar, with active strategies accoun...
Funds management
The cost of running an ESG fund is on the rise, and firms and investors are in debate how much this extra cost should impact product costs....
Financial planning
The Responsible Investment Association Australasia has announced an upcoming adviser-focused course to launch next month about ESG integration in advice firms....
Funds management
Amid growing demand from clients for sustainable products and a scrutiny on greenwashing, two funds from Perennial Partners have received new certifications from the Resp...
Financial planning
As more investors seek to exclude poor ESG performers from their portfolios, Zenith’s Dugald Higgins demystifies the complexities around negative screening and the purpos...
Funds management
Russell Investments has launched a global equities sustainable active ETF in response to adviser demand....
Funds management
Failure to meet ESG compliance obligations can leave financial services directors walking a tightrope of risk, according to PwC, as ASIC urges firms to prepare for climat...
Financial planning
The FAAA has suggested looking offshore for overseas financial advisers to ease the adviser shortage, but are employers willing to take on the burden of workplace visas?...
Funds management
Almost 70 per cent of asset managers are planning to control costs via product rationalisation, according to a global survey by Northern Trust, as they seek to offer clie...
Funds management
Fund managers should work collaboratively with data providers to minimise greenwashing risks in their products as a positive ESG score can be a “gamechanger” for a fund’s...
Funds management
Self-reporting issues to ASIC could lead to a reduced charge for a fund manager but it may not exempt them from enforcement action altogether, according to ASIC chair Joe...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...