ESG

Funds management

Bloomberg has launched a proprietary environmental, social and governance score to help investors quickly evaluate a company’s performance over a range of issues....

Features

Jassmyn Goh finds out why it is important for advisers to interrogate managers on their proxy voting and engagement activities, especially if they label their fund as ‘ES...

Expert Analysis

With the advent of COVID-19 and the inevitable subsequent economic downturn, writes Guillaume Mascotto, will investor interest in ESG investing continue to accelerate, or...

Funds management

Martin Currie has been given an A+ rating for its approach to environmental, social and governance approach for the fourth consecutive year by the by the Principles for R...

Financial planning

Investment industry, which lacks learning from experience when it comes to improving investment committee practices and governance, should follow the aircraft industry’s ...

Tools & guides

With factor-based investing on the rise, writes Simon Lansdorp, how should investors determine the relevant factors and the most-effective way to combine these for higher...

Awards

A “quality” focus has helped DNR Capital Australian Equities High Conviction Portfolio win the Money Management Fund Manager of the Year award in the Separately Managed A...

Funds management

The rise of issues such as Black Lives Matter has prompted Nucleus Wealth to allow investors to remove companies from their portfolio it there was not enough gender diver...

Funds management

There has been a “massive surge” in investors seeking environmental, social and governance investments as they are regarded by them as a safe haven....

Superannuation

Some 81% of for-profit superannuation funds had some form of responsible investment commitment, according to the Principles for Responsible Investment....

Funds management

Amundi Asset Management has become one of the first asset managers to announce it will use a set of climate ratings developed by global non-profit CPD to measure the glob...

Funds management

Perpetual has completed its acquisition of US ESG investment firm Trillium Asset Management with hopes to launch new ESG offerings in Australia in 2021. ...

Funds management

Australian financial professionals are optimistic on their ability to grow their assets under management despite challenging conditions, more so than their global counter...

Funds management

Responsible investment indices outperformed their non-responsible counterparts during the first quarter of the year, according to MSCI....

Features

The longest bull market has come to an end as a result of a health crisis, Jassmyn Goh finds out what advice has been given to investment committees during this current m...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

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3 weeks 5 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

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Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

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